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RIA / WealthAdvisorChartered Financial Analyst15 years in industry

JASON RILEY MCCOY

Advisor at LODESTAR PRIVATE ASSET MANAGEMENT LLC

ALAMO, CA

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Search this name across graphsid dfx:ria:6c8e1e37-bf44-69af-8778-c582dfe0aacc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 16, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LODESTAR PRIVATE ASSET MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 27, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66
First exam: Jun 27, 2011
First registration: Apr 16, 2012
Dual registered: no
IAPD individual key: 5908144

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LODESTAR PRIVATE ASSET MANAGEMENT LLC	Independent wealth	May 14, 2025	n/a	yes	ALAMO, CA	Current employment
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Former SEC adviser	Jun 5, 2018	Feb 25, 2019	no	San Francisco, CA	Previous registration
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Institutional manager	Nov 21, 2014	May 23, 2018	no	NEWPORT BEACH, CA	Previous registration
AXXCESS WEALTH MANAGEMENT, LLC	Independent wealth	Mar 8, 2013	Nov 19, 2014	no	CARLSBAD, CA	Previous registration
MARTIN KELLY CAPITAL MANAGEMENT, LLC	Former SEC adviser	Apr 16, 2012	Dec 19, 2012	no	SAN DIEGO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	LODESTAR PRIVATE ASSET MANAGEMENT LLC	Feb 25, 2019	May 14, 2025	2,270	Firm change after gap	RIA to RIA
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	May 23, 2018	Jun 5, 2018	13	Firm change	Other
AXXCESS WEALTH MANAGEMENT, LLC	CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Nov 19, 2014	Nov 21, 2014	2	Firm change	Other
MARTIN KELLY CAPITAL MANAGEMENT, LLC	AXXCESS WEALTH MANAGEMENT, LLC	Dec 19, 2012	Mar 8, 2013	79	Firm change	Other

Relationships

Registered with (5)

→ LODESTAR PRIVATE ASSET MANAGEMENT LLCRegistered adviserregistration: current employment
May 14, 2025 to presentfactForm ADV
→ J.P. MORGAN PRIVATE WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Jun 5, 2018 to Feb 25, 2019factForm ADV
→ CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 21, 2014 to May 23, 2018factForm ADV
→ AXXCESS WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 8, 2013 to Nov 19, 2014factForm ADV
→ MARTIN KELLY CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 16, 2012 to Dec 19, 2012factForm ADV

Dated events

No dated event names this entity yet.