Jason Lee Mcmurtry

Current Employers

Employment History

• 09/2011 → 01/2018
  Steadfast Capital Markets Group
  Irvine, CA
• 09/2011 → 01/2018
  Steadfast Companies
  Irvine, CA
• 01/2018 → 09/2018
  Westpark Capital Inc
  Irvine, CA
• 09/2018 → 05/2020
  Dfpg Investments, Inc
  Sandy, UT
• 05/2020 → Present
  Concorde Investment Services, Llc
  Livonia, MI
• 05/2020 → Present
  Concorde Asset Management, Llc
  Livonia, MI

Previous Registrations

• 2018-09-17 → 2020-05-04
  Dfpg Investments, Llc
  South Jordan, UT
  Sandy, UT
  Rancho Santa Fe, CA
  Rancho Sante Fe, CA
• 2018-01-29 → 2018-11-02
  Westpark Capital, Inc.
  Irvine, CA
• 2004-04-12 → 2005-02-15
  Citicorp Investment Services
  Laguna Hills, CA
• 2003-02-24 → 2004-04-05
  Spc
  Rancho Cucamonga, CA

Other Businesses

1)Coastal Pacific Real Estate, Investment related, Start date: May 2019, La Jolla, CA. Realtor engaging in real estate related activities. 6-10 hours/month during trading hours. 2) Avian Capital Markets Group, DBA 1031 Captial Solutions, Investment related, Start date: January 2018, San Marcos, CA. Managing Partner, DBA for securities related activities, 21-40 hours/month during trading hours. 3) Concorde Asset Management, LLC. San Marcos, CA. Investment related. Start date: May 2020. Investment Advisor Representative. 6-10 hours/month during trading hours. 4) Concorde Insurance Agency, Investment related, Start date: May 2020, Insurance agent, San Marcos, CA. 1-5 hours/month during trading hours. 5) Alts Illustrator LLC. Investment related. Start date: March 25, 2024. Member. Bainbridge Island, WA. 1-5 hours/month during non-trading hours. 1-5 hours/month during trading hours. 6) Swyl Wear. Non-investment related. Start date: August 2025. Apparel. Owner. Design and sell shirts online. 740 Banyan Ct. San Marcos, CA 92069. 1-5 hours/week during non-trading and trading hours. 7) White Bay Yachts. Non-investment related. Start date: August 11, 2025. Boat Chartering. 740 Banyan Ct. San Marcos, CA 92069. Title: Managing Member/Owner. 11-20 hours/week during non-trading hours. 1-5 hours/week during trading hours. 8) Lighthouse Capital Group, LLC. Invetsment-related. Start date: 9/2/2025. San Marcos, CA 92069. Temporary affiliate. 1-5 hrs/month during trading and non-trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-01
• S63 Uniform Securities Agent State Law Examination
  1997-04-09

Other Names

• Jason L Mcmurtry