KJ
Kaleb Jones
from Lifestyle Asset Management, Inc.
Kaleb Jones is a financial advisor based in Texas, Friendswood,
with 13 years of experience. Kaleb currently works for
Lifestyle Asset Management, Inc..
Kaleb maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kaleb Jones works at Lifestyle Asset Management, Inc.
Lifestyle Asset Management, Inc. is a financial advisory firm based in Friendswood, Texas. It currently has approximately $381,974,097 of assets under management and employs about 12 people. Lifestyle Asset Management, Inc. uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
4 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
211 West Edgewood, Suite 300, Friendswood, Texas, 77546
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