Jason
Mccoy
Lodestar Private Asset Management LLC
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About this Advisor
Jason Mccoy is a chartered financial analyst working out of Alamo, California, with a total of 4 years of industry experience. Mccoy is on the advisory team at Lodestar Private Asset Management LLC. Throughout their career, they have worked at Axxcess Wealth Management, LLC, Arete Wealth Management LLC, Cetera Advisor Networks LLC, Sageview Advisory Group, First Republic Investment Management, Inc, First Republic Securities Company, LLC and Lodestar Private Asset Management LLC. Mccoy has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in California. Lodestar Private Asset Management LLC is a company operating out of Alamo, CA. It controls $831 million in assets among its 1,611 customer accounts, placing it among the larger firms in the United States by assets under management. Of its 1,611 customer accounts, 65% are held by high-net-worth individuals who have greater than $1 million in investable assets. Lodestar Private Asset Management LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules largely are based on which service is provided. Fees charged by Lodestar Private Asset Management LLC may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lodestar Private Asset Management LLC Brokerage Details
$831,090,161
9
1,611
$515,885
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jason Mccoy Work History
Jason has been registered as a financial advisor for 4 years.*
Lodestar Private Asset Management LLC
First Republic Investment Management, Inc
First Republic Securities Company, LLC
Cetera Advisor Networks LLC
Sageview Advisory Group
Arete Wealth Management LLC
Axxcess Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Mccoy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lodestar Private Asset Management LLC
Alamo, CA
Alamo, CA
Alamo, CA
Alamo, CA
Alamo, CA
Alamo, CA
Alamo, CA
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