JL
JL
Jason Loyd
21 Years of Experience
Clayton, MO
1 Disclosure
Jason Loyd is a registered investment advisor at J. Loyd Capital Management, LLC, based in Clayton, MO, with 21 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 64 clients with $37M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
64 clients
Average Client Portfolio
$575K average
Assets Under Management
$36.8M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Clayton, MO
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2008Settled
Employment History
Current Registrations
J. Loyd Capital Management, LLC
July 2014 - Present · 11 yrs 10 mos
Previous Registrations
Deschaine & Company, L.L.C.
July 2009 - September 2014 · 5 yrs 2 mos
NFP Securities, INC.
June 2007 - July 2009 · 2 yrs 1 mo
Uvest Financial Services Group, INC.
January 2005 - June 2007 · 2 yrs 5 mos
State Registrations2 states
ILMO
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.