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
11 years
Kaleb Jones is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Lifestyle Asset Management, Inc., where he has worked since 2018, and previously held roles at Cetera Advisors LLC and First Allied Advisory Services. Lifestyle Asset Management, Inc. serves individual and high-net-worth clients as well as employee benefit plans, offering portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs a range of investment strategies including discretionary and non-discretionary mandates, tactical overlays, and model portfolios tailored to client objectives.
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
Cetera ADVISORS LLC
2022 - Present (4 years)
First Allied Advisory Services
2020 - 2020 (1 year)
Lifestyle Asset Management, INC.
2018 - Present (8 years)
First Allied Advisory Services, Inc
2015 - 2020 (5 years)
First Allied Securities, INC.
2012 - 2022 (10 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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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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