Unclaimed Profile

John Robert Lovett

SAN JACINTO INVESTMENT MANAGEMENT & CONSULTING, LLC·BELLAIRE, Texas

Series 3, Series 7, Series 24, Series 31, Series 63, Series 6525 years registeredSAN JACINTO INVESTMENT MANAGEMENT & CONSULTING, LLC

5418 VALERIE STREET, BELLAIRE, TX 77401CRD# 2402319Firm CRD# 164686

Profile Verification

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

Identity

John Robert Lovett · BELLAIRE, TX

Registration

CRD #2402319 · SAN JACINTO INVESTMENT MANAGEMENT & CONSULTING, LLC · 25 years registered

Brand Profile

Not yet started

Career History

TRINITY NECHES

Aug 2016 – present

ASCENSION CAPITAL ADVISORS, INC.

Sep 2013 – Jul 2016

HOUSTON, TX

SAN JACINTO INVESTMENT MANAGEMENT & CONSULTING, LLC

Nov 2012 – Dec 2013

BELLAIRE, TX

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Sep 2012

HOUSTON, TX

RAYMOND JAMES FINANCIAL SERVICES

Feb 2001 – Jan 2009

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · February 20, 2001

Years registered · 25

Disclosure History

2018Criminal·Final Disposition

2000Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SAN JACINTO INVESTMENT MANAGEMENT & CONSULTING, LLC

CRD 164686 · SEC 801-76907

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by SAN JACINTO INVESTMENT MANAGEMENT & CONSULTING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SAN JACINTO INVESTMENT MANAGEMENT & CONSULTING, LLC →

Introduction

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Frequently Asked Questions

What services does John Robert Lovett offer?

John Robert Lovett specializes in Financial Planning, Investment Management. Contact their office in BELLAIRE, Texas for a consultation.

What are John Robert Lovett's credentials?

John Robert Lovett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Robert Lovett located?

John Robert Lovett is based in BELLAIRE, Texas, working with SAN JACINTO INVESTMENT MANAGEMENT & CONSULTING, LLC. Their office serves clients in the BELLAIRE metropolitan area and surrounding communities.

How does John Robert Lovett charge for services?

John Robert Lovett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAN JACINTO INVESTMENT MANAGEMENT & CONSULTING, LLC?

SAN JACINTO INVESTMENT MANAGEMENT & CONSULTING, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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