Unclaimed Profile

Paul Brian Jackson

LIFESTYLE ASSET MANAGEMENT, INC.·FRIENDSWOOD, Texas

Series 4, Series 7, Series 24, Series 27, Series 51, Series 63Clean record27 years registeredLIFESTYLE 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. · 27 years registered

Brand Profile

Not yet started

Career History

LIFESTYLE ASSET MANAGEMENT, INC.

Jul 2011 – present

SOWELL MANAGEMENT SERVICES

May 2009 – Aug 2011

NORTH LITTLE ROCK, AR

FIRST ADVISORS, INC.

Jan 2007 – Jul 2007

HOUSTON, TX

SHIELDADVISORS CORP.

Mar 2006 – May 2009

HOUSTON, TX

FFP ADVISORY SERVICES INC

Dec 2003 – Jan 2007

HOUSTON, TX

AEGIS ASSET MANAGEMENT INC

Oct 1998 – Jan 2004

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 27

Series 51

Series 63

Registration record

First registered · October 12, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIFESTYLE ASSET MANAGEMENT, INC.

CRD 157450 · SEC 801-116746

AUM

$382M

Regulatory assets under management

Employees

1,348 client accounts

Services offered by LIFESTYLE ASSET MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LIFESTYLE ASSET MANAGEMENT, INC. →

Introduction

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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.

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