Jason Riley Mccoy
Investment adviser representative at Lodestar Private Asset Management LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Lodestar Private Asset Management LLCFeb 2019 to now
- First Republic Investment Management, Inc.May 2018 to Feb 2019
- First Republic Securities Company, LLCMay 2018 to Feb 2019
- Cetera Advisor Networks LLCNov 2014 to May 2018
- Sageview Advisory GroupOct 2014 to May 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
Lodestar Private Asset Management LLC
$1.3BAssets managed
549Clients
5Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5908144
- Firm CRD
- 107638