AdvisorOS Directory
Claim Profile
Unclaimed Profile
PJ

Paul Brian Jackson

LIFESTYLE ASSET MANAGEMENT, INC.·FRIENDSWOOD, Texas
Clean recordLIFESTYLE ASSET MANAGEMENT, INC.
211 WEST EDGEWOOD, FRIENDSWOOD, TX 77546CRD# 2657314Firm CRD# 157450

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Brian Jackson · FRIENDSWOOD, TX
Registration
CRD #2657314 · LIFESTYLE ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paul Brian Jackson is a registered financial advisor based in FRIENDSWOOD, Texas, affiliated with LIFESTYLE ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Paul

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paul is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
LIFESTYLE ASSET MANAGEMENT, INC.
LIFESTYLE ASSET MANAGEMENT, INC.
AUM
$382M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at LIFESTYLE ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2657314
Firm CRD# 157450
View on FINRA BrokerCheck →

Looking for a financial advisor in FRIENDSWOOD?

Browse all registered financial advisors in FRIENDSWOOD, Texas or claim this profile if it's yours.

Browse FRIENDSWOOD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Paul Brian Jackson offer?
Paul Brian Jackson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FRIENDSWOOD, Texas for a consultation.
What are Paul Brian Jackson's credentials?
Paul Brian Jackson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Brian Jackson located?
Paul Brian Jackson is based in FRIENDSWOOD, Texas, working with LIFESTYLE ASSET MANAGEMENT, INC.. Their office serves clients in the FRIENDSWOOD metropolitan area and surrounding communities.
How does Paul Brian Jackson charge for services?
Paul Brian Jackson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIFESTYLE ASSET MANAGEMENT, INC.?
LIFESTYLE ASSET MANAGEMENT, INC. has approximately 13 employees and manages $382M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LIFESTYLE ASSET MANAGEMENT, INC.

Michael Allen Wegner
FRIENDSWOOD, TX
Ross Allen Wegner
FRIENDSWOOD, TX

More Advisors in FRIENDSWOOD, Texas

Harris Brett Hanson
TEXAS FAMILY WEALTH, LLC·FRIENDSWOOD, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile