Miser Asset Management

Derek Miser is a financial advisor with Miser Asset Management, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior roles include positions at AlphaStar Capital Management, Miser Wealth Partners, and Newbridge Securities. Outside of investment advisory, he is involved in life, accident, and health insurance services through Miser Wealth Partners and provides tax planning and tax services via Miser Tax Advisory Services. Miser Asset Management serves individual clients, trusts, estates, conservatorships, and small business entities, offering portfolio management, financial consulting, and educational seminars. The firm employs a combination of fundamental, technical, cyclical, and economic analysis in its investment approach, using both discretionary and non-discretionary strategies and model portfolios that include indirect cryptocurrency exposure.

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.