Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Jackson L

Series 65

South Weber, UT

Miser Asset Management

Jackson Lucero is a financial advisor with Miser Asset Management, holding a Series 65 license and two years of industry experience. He has previously worked at Equity Real Estate, Caldwell Banker, and Berkshire Hathaway. Outside of his advisory role, Lucero is the owner and president of Cedarway Capital LLC, a private equity firm focused on real estate investments. Miser Asset Management is a state-registered advisory firm that serves individuals, trusts, estates, and business entities through portfolio management, financial consulting, and educational seminars. The firm employs a variety of analytical approaches and offers both discretionary and non-discretionary investment management, integrating services like tax preparation and insurance advice into client relationships.

Wealth management Real estate investing
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)