Unclaimed Profile

Kristin Lee Jaggard

AUSTIN ASSET MANAGEMENT CO·AUSTIN, Texas

Clean record10 years registeredAUSTIN ASSET MANAGEMENT CO

7200 N. MOPAC, SUITE 315, AUSTIN, TX 78731CRD# 6635077Firm CRD# 105441

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kristin Lee Jaggard · AUSTIN, TX

Registration

CRD #6635077 · AUSTIN ASSET MANAGEMENT CO · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AUSTIN ASSET MANAGEMENT CO

AUSTIN ASSET

Apr 2016 – Jul 2022

AUSTIN, TX

Registrations & Exams

Registration record

First registered · April 14, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AUSTIN ASSET MANAGEMENT CO

CRD 105441 · SEC 801-32217

AUM

$1.5B

Regulatory assets under management

Employees

2,310 client accounts

Services offered by AUSTIN ASSET MANAGEMENT CO

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AUSTIN ASSET MANAGEMENT CO →

Introduction

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Frequently Asked Questions

What services does Kristin Lee Jaggard offer?

Kristin Lee Jaggard specializes in Financial Planning, Investment Management, Wealth Management.

What are Kristin Lee Jaggard's credentials?

Kristin Lee Jaggard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kristin Lee Jaggard located?

Kristin Lee Jaggard is based in AUSTIN, Texas, last registered with AUSTIN ASSET MANAGEMENT CO.

How does Kristin Lee Jaggard charge for services?

Kristin Lee Jaggard's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AUSTIN ASSET MANAGEMENT CO?

AUSTIN ASSET MANAGEMENT CO has approximately 23 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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