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Phillip L

Series 66

Findlay, OH

AlphaStar Capital Management

Phillip Lawson is a financial advisor with AlphaStar Capital Management and Lawson Financial Group, holding a Series 66 designation and 19 years of industry experience. He is a managing member of JJ Ventures, LLC, which owns and operates Jimmy Johns restaurants, and also leads a craft brewery startup, Brew Capital Partners, LLC. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through model portfolios and advisor-directed models, utilizing third-party portfolio construction technology and providing ERISA-related plan services.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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