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Jesus A Pompa

Lifestyle Asset Management, Inc.

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About Jesus A Pompa

Jesus Pompa is a financial professional with over 8 years of experience in the financial services industry. Jesus has a background in law and worked for several financial institutions before joining Lifestyle Asset Management, Inc. in 2024. Jesus is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. He focuses on providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jesus is committed to helping clients achieve their financial goals.

Firm Information

Jesus Pompa is currently registered with Lifestyle Asset Management, Inc.. Lifestyle Asset Management, Inc. is a registered investment advisor located in FRIENDSWOOD, TX. The firm provides financial consulting and investment advisory services to high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm has approximately $399,218,297 in assets under management.
Lifestyle Asset Management, Inc.

211 WEST EDGEWOOD

FRIENDSWOOD, TX 77546

$399.22M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jesus Pompa’s Registration & Firm History

TX

05/09/2024 - Present

Lifestyle Asset Management, Inc. (Dallas TX)

TX

10/25/2019 - 12/31/2023

AVANTAX INVESTMENT SERVICES, INC. (BEAUMONT TX)

TX

04/04/2018 - 10/25/2019

1ST GLOBAL CAPITAL CORP. (BEAUMONT TX)

TX

09/08/2016 - 03/30/2018

CAPITAL ONE INVESTING, LLC (Houston TX)

TX

01/22/2015 - 08/02/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEAUMONT TX)

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Licenses & Designations

BOTH

Issued 03/24/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jesus A Pompa.
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