Jason R. Mccoy

LODESTAR PRIVATE ASSET MANAGEMENT LLC

Alamo, CA 94507

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CRD#: 5908144

Professional summary

Jason Riley Mccoy, CFP® is a registered financial advisor currently at LODESTAR PRIVATE ASSET MANAGEMENT LLC located in Alamo, California.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jason has worked at 10 firms and has passed the Series 66, SIE, Series 55, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Riley Mccoy's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

March 1, 2019 - Present

LODESTAR PRIVATE ASSET MANAGEMENT LLC

Office #1: 3201 Danville Blvd Suite 275, Alamo, CA 94507

RIA

CRD#: 107638

Alamo, CA

Past

June 5, 2018 - February 25, 2019

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

RIA

CRD#: 108559

San Francisco, CA

Past

June 4, 2018 - February 25, 2019

FIRST REPUBLIC SECURITIES COMPANY, LLC

CRD#: 105108

SAN FRANCISCO, CA

Past

November 21, 2014 - May 23, 2018

SAGEVIEW ADVISORY GROUP, LLC

RIA

CRD#: 126777

IRVINE, CA

Past

November 19, 2014 - May 24, 2018

CETERA WEALTH SERVICES, LLC

CRD#: 13572

IRVINE, CA

Past

October 24, 2013 - October 15, 2014

ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856

CARLSBAD, CA

Past

March 8, 2013 - November 19, 2014

AXXCESS WEALTH MANAGEMENT, LLC

RIA

CRD#: 164081

CARLSBAD, CA

Past

April 16, 2012 - December 19, 2012

MARTIN KELLY CAPITAL MANAGEMENT, LLC

RIA

CRD#: 140764

SAN DIEGO, CA

Past

March 20, 2012 - October 1, 2012

MUTUAL SECURITIES, INC.

CRD#: 13092

CAMARILLO, CA

Past

May 23, 2011 - August 9, 2011

WADDELL & REED

CRD#: 866

SALEM, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LODESTAR PRIVATE ASSET MANAGEMENT LLC

LODESTAR PRIVATE ASSET MANAGEMENT LLC | RETIREMENT BENEFITS PLANNING LLC | RETIREMENT BENEFITS PLANNING

CRD#: 107638 / SEC#: 801-37511

RIA

Registered Investment Advisory firm - (10/11/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(3/1/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/27/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 6/18/2012

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 3

Date: 9/20/2011

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 5/21/2011

General Securities Representative Examination

Current Firm

LODESTAR PRIVATE ASSET MANAGEMENT LLC

LODESTAR PRIVATE ASSET MANAGEMENT LLC | RETIREMENT BENEFITS PLANNING LLC | RETIREMENT BENEFITS PLANNING

CRD#: 107638 / SEC#: 801-37511

RIA

Registered Investment Advisory firm - (10/11/1990 Approved)

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Contact information

Main Address

3201 Danville Blvd Suite 275, Alamo, CA 94507

Mailing Address

Phone number

(925) 838-1234

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LODESTAR ADV PART 2A & 2B - JANUARY 2025 (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,809
AUM (Assets Under Management)	$ 1,115,962,886

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jason R. Mccoy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Riley Mccoy's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

FIRST REPUBLIC SECURITIES COMPANY, LLC

SAGEVIEW ADVISORY GROUP, LLC

CETERA WEALTH SERVICES, LLC

ARETE WEALTH MANAGEMENT, LLC

AXXCESS WEALTH MANAGEMENT, LLC

MARTIN KELLY CAPITAL MANAGEMENT, LLC

MUTUAL SECURITIES, INC.

WADDELL & REED

Primary Firm SEC Registration

LODESTAR PRIVATE ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/27/2011

SIE

Date: 10/1/2018

Series 55

Date: 6/18/2012

Series 3

Date: 9/20/2011

Series 7

Date: 5/21/2011

Current Firm

LODESTAR PRIVATE ASSET MANAGEMENT LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LODESTAR PRIVATE ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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