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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason McCoy is an Investment Advisor Representative at Lodestar Private Asset Management LLC. Jason has over 10 years of experience in the financial services industry. Jason has a deep understanding of the financial markets and is committed to providing his clients with personalized financial advice. Prior to joining Lodestar, Jason worked at First Republic Securities Company, LLC and Cetera Advisor Networks LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
03/01/2019 - Present
Lodestar Private Asset Management LLC (ALAMO CA)
CA
06/04/2018 - 02/25/2019
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
CA
11/19/2014 - 05/24/2018
CETERA ADVISOR NETWORKS LLC (IRVINE CA)
CA
10/24/2013 - 10/15/2014
ARETE WEALTH MANAGEMENT, LLC (CARLSBAD CA)
CA
03/20/2012 - 10/01/2012
MUTUAL SECURITIES, INC. (CAMARILLO CA)
OR
05/23/2011 - 08/09/2011
WADDELL & REED, INC. (SALEM OR)
BOTH
Issued 06/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2012
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/20/2011
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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