AdvisorOS Directory
Claim Profile
JA

Jason Robert Altieri

LC ADVISORS, LLC·SAN FRANCISCO, California
Unclaimed Profile
71 STEVENSON ST, SAN FRANCISCO, CA 94105-2985CRD# 5859906Firm CRD# 155460
01

About

Jason Robert Altieri is a registered financial advisor based in SAN FRANCISCO, California, affiliated with LC ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
LENDINGCLUB ASSET MANAGEMENT, LLC
LENDINGCLUB ASSET MANAGEMENT, LLC
AUM
$107M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at LENDINGCLUB ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5859906
Firm CRD# 155460
4 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jason Robert Altieri offer?
Jason Robert Altieri specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are Jason Robert Altieri's credentials?
Jason Robert Altieri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Robert Altieri located?
Jason Robert Altieri is based in SAN FRANCISCO, California, working with LC ADVISORS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Jason Robert Altieri charge for services?
Jason Robert Altieri's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LC ADVISORS, LLC?
LC ADVISORS, LLC has approximately 16 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LC ADVISORS, LLC

Renaud Laplanche
SAN FRANCISCO, CA
Russell Scott Elmer
SAN FRANCISCO, CA
Carrie Louise Dolan
SAN FRANCISCO, CA
Raman Suri
SAN FRANCISCO, CA
Bradley Gene Pattelli
SAN FRANCISCO, CA
Bradley Lawrence Coleman
SAN FRANCISCO, CA

More Advisors in SAN FRANCISCO, California

David Kwan
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
Peter Miles Westley
BLUM CAPITAL PARTNERS LP·SAN FRANCISCO, CA
William A Newsom
FORWARD MANAGEMENT, LLC·SAN FRANCISCO, CA
Andrew John Pellegrino
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
Eric Chad Pollack
LEGATO CAPITAL MANAGEMENT, LLC·SAN FRANCISCO, CA
Jane Jinwen Su
BLUM CAPITAL PARTNERS LP·SAN FRANCISCO, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)PASADENA (247)
City Guides
LOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile