Kaleb Jones is a CFP-designated registered investment advisor, based in Deer Park, TX, with 10 years of industry experience.
Location
102 W. Pasadena Blvd., Deer Park, TX, 77536
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kaleb works as an investment adviser representative for Lifestyle Financial Advisors. This takes about half of his time.
Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 7 mos
Lifestyle Asset Management, INC.
June 2018 - Present · 7 yrs 10 mos
Previous Registrations
Cetera Investment Advisers LLC
November 2020 - July 2021 · 8 mos
First Allied Advisory Services, INC.
March 2016 - November 2020 · 4 yrs 8 mos
First Allied Securities, INC.Broker
March 2015 - September 2022 · 7 yrs 6 mos
State Registrations11 states
AZCACOFLIAILINMIOHTXVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.