Jackson K. Lucero

MISER ASSET MANAGEMENT

South Weber, UT

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CRD#: 7984823

Professional summary

Jackson Kade Lucero, who also goes by Kade Lucero, is a registered financial advisor currently at MISER ASSET MANAGEMENT located in South Weber, Utah.

Jackson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jackson has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kade Lucero

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.

Cedarway Capital LLC, Investment Related, 2075 E 7550 S, B301, South Weber, UT 84405. Private equity investments in real estate. Owner, President/CEO, Start Date: 02/2022, 20 hours/week

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jackson Kade Lucero's 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®

None

Experience

Current

November 6, 2024 - Present

MISER ASSET MANAGEMENT

RIA

CRD#: 318164

South Weber, UT

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

Tennessee
(11/6/2024)

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 65

Date: 12/28/2023

Uniform Investment Adviser Law Examination

Current Firm

MISER ASSET MANAGEMENT

MISER ASSET MANAGEMENT | MISER ASSET MANAGEMENT, LLC

CRD#: 318164 / SEC#:

Tennessee

Registered Investment Advisory firm - (5/19/2022 Approved)

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Contact information

Main Address

12802 Kingston Pike Suite 102, Knoxville, TN 37934

Mailing Address

Phone number

(865) 281-1616

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	123
AUM (Assets Under Management)	$ 31,400,000

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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Jackson K. Lucero

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jackson Kade Lucero's CRS (Customer Relationship Summary).

Certified licenses

Experience

MISER ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/28/2023

Current Firm

MISER ASSET MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MISER ASSET MANAGEMENT

TRUST BUT VERIFY

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