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Jason Riley Mccoy

Lodestar Private Asset Management LLC

Alamo, CA

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Current Employers
Lodestar Private Asset Management Llc

3201 Danville Blvd Suite 275, Alamo, CA 94507 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-14
  • CA RA
    APPROVED
    Since 2025-05-14

Branch Locations

3201 Danville Blvd Suite 275, Alamo, CA 94507 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Advisor Networks Llc El Segundo CA 11/2014 05/2018
Sageview Advisory Group Irvine CA 10/2014 05/2018
First Republic Investment Management, Inc. San Francisco CA 05/2018 02/2019
First Republic Securities Company, Llc San Francisco CA 05/2018 02/2019
Lodestar Private Asset Management Llc Alamo CA 02/2019 Present
  • 11/2014 → 05/2018
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 10/2014 → 05/2018
    Sageview Advisory Group
    Irvine, CA
  • 05/2018 → 02/2019
    First Republic Investment Management, Inc.
    San Francisco, CA
  • 05/2018 → 02/2019
    First Republic Securities Company, Llc
    San Francisco, CA
  • 02/2019 → Present
    Lodestar Private Asset Management Llc
    Alamo, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-27
  • S66 Uniform Combined State Law Examination
    2011-06-27
Designations

View on SEC IAPD

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ANTHONY JOHN JURADO
JOSEPH WEBSTER HARRISON
Amanda Mishaela Albright
KEVIN LEVERNE GRAY
NATHANIEL J HINTZ
TROY AARON ROULEAU
JAMES JESUS-MARTINEZ HAYES
Brian R Nimr

Other Offices

PHILOSOPHY CAPITAL MANAGEMENT LLC · ALAMO, CA
LPL FINANCIAL LLC · ALAMO, CA
OSAIC WEALTH, INC. · ALAMO, CA
RBP INVESTMENT ADVISORS INC. · ALAMO, CA
PRIVATE ADVISOR GROUP, LLC · Alamo, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Alamo, CA
HIGHTOWER ADVISORS, LLC · Almo, CA
PRING TURNER · ALAMO, CA

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