Advisor at Lifestyle Asset Management, INC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lifestyle Asset Management, INC.
Location
Friendswood, TX 77546
Credentials
CFP®, Series 66
Industry experience
10 years
Jesus Pompa is a CFP® professional with 10 years of experience in financial advisory roles. He is currently with Lifestyle Asset Management, Inc. in Dallas, TX, and has held positions at firms including Avantax Advisory Services, Cetera Advisors, and Merrill Lynch. Outside of advisory work, he is a part owner in a real estate business and serves as an executive producer on a radio show. Lifestyle Asset Management, Inc. serves individual and high-net-worth clients as well as employee benefit plans, offering personalized portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies including discretionary and non-discretionary mandates, fundamental and technical analysis, and model-based portfolios with tactical overlays.
Based on Lifestyle Asset Management, INC.
Based on Lifestyle Asset Management, INC.
$0 - $250,000: 1.75% annually $250,001 - $500,000: 1.55% annually $500,001 - $750,000: 1.45% annually $750,001 - $1,000,000: 1.35% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001 - $3,000,000: 1.05% annually $3,000,001 - $4,000,000: 0.95% annually $4,000,001 - $5,000,000: 0.85% annually $5,000,001+: 0.75% annually
Commission-based compensation for securities and insurance products by some representatives
Hourly fee of $175 for financial planning consulting services, negotiable
Account minimum: $50,000 Fee-only: Hourly fee of $175, negotiable depending on scope and complexity
211 West Edgewood, Suite 300
Friendswood, TX 77546
Texas
MBL Insurance Agency, LLC (DBA: DFW Retirement Planners)
2025 - Present (1 year)
Harvest Providence, LLC
2024 - Present (2 years)
Cetera Advisors
2024 - Present (2 years)
Lifestyle Asset Management, INC.
2024 - Present (2 years)
Everett Financial Group
2024 - Present (2 years)
Lifestyle Financial Advisors
2024 - 2024 (1 year)
Lifestyle Financial Advisors
2024 - Present (2 years)
Avantax Advisory services
2019 - 2023 (4 years)
Avantax Investment Services, INC.
2019 - 2023 (4 years)
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2019 - 2023 (4 years)
EKC Advisors, LLC
2018 - 2023 (5 years)
Avantax Insurance Services, INC.
2018 - 2023 (5 years)
1st Global Advisors, inc
2018 - 2019 (1 year)
1 St Global Capital, Corp.
2018 - 2019 (1 year)
Edgar, Kiker, and Cross PC
2018 - 2019 (1 year)
Capital One Investing, LLC
2016 - 2018 (2 years)
Financial Advisor
2016 - 2018 (2 years)
Bank Of America, N.a.
2015 - 2016 (1 year)
Merrill Lynch, Pierce, Fenner & Smith, Incorporated
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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