linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kaleb Kristofer Jones

Lifestyle Asset Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kaleb? Claim Your Profile

About Kaleb Kristofer Jones

Kaleb Kristofer Jones is a financial advisor with over 7 years of experience in the financial industry. Kaleb is currently registered with Lifestyle Asset Management, Inc. and is a Certified Financial Planner. Kaleb has extensive experience in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Kaleb is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

Firm Information

Kaleb Jones 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kaleb Jones’s Registration & Firm History

TX

06/24/2018 - Present

Lifestyle Asset Management, Inc. (Deer Park TX)

TX

03/28/2015 - 09/08/2022

FIRST ALLIED SECURITIES, INC. (Texas CIty TX)

Not sure if Kaleb Kristofer Jones is right for you?

Licenses & Designations

BOTH

Issued 10/10/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kaleb Kristofer Jones.
Not sure if Kaleb Kristofer Jones is right for you?