Advisor at Miser Asset Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Miser Asset Management
Location
South Weber, UT
Credentials
Series 65
Industry experience
1 year
Jackson Lucero is a financial advisor at Miser Asset Management with one year of industry experience. He holds the Series 65 designation and has prior work history at Equity Real Estate, Caldwell Banker, and Berkshire Hathaway. Outside of his advisory role, Lucero is the owner and CEO of Cedarway Capital LLC, a private equity firm focused on real estate investments. Miser Asset Management serves individual clients, trusts, estates, conservatorships, and small business entities by providing portfolio management, financial consulting, and educational seminars. The firm utilizes a combination of fundamental, technical, cyclical, and economic analysis to manage assets through both discretionary and non-discretionary services.
Based on Miser Asset Management
Based on Miser Asset Management
$0 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $6,000,000: 0.50% annually $6,000,001+: 0.30% annually
Insurance commissions earned separately by licensed insurance agents who are also representatives of the firm.
Account minimum: $500,000 Fee-only: No commissions; asset-based fee only; financial consulting and educational seminars are free.
South Weber, UT
Tennessee · Utah
Miser Asset Management
2024 - Present (2 years)
Equity Real Estate
2019 - Present (7 years)
Caldwell Banker
2017 - 2019 (2 years)
Berkshire Hathaway
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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