Jason Riley Mccoy

Employer firm

Lodestar Private Asset Management LLC CRD 107638

$1.34B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2018-06-05 → 2019-02-25
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
• 2014-11-21 → 2018-05-23
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 2013-03-08 → 2014-11-19
  Axxcess Wealth Management, Llc
  Carlsbad, CA
• 2012-04-16 → 2012-12-19
  Martin Kelly Capital Management, Llc
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2011-06-27

Designations

• Chartered Financial Analyst