Jason Lee Mccaleb

Current Employers

Employment History

• 07/2013 → 04/2018
  Lpl Financial, Llc
  Pinetop, AZ
• 12/2014 → 04/2018
  Good Life Advisors
  Wyomissing, PA
• 04/2018 → Present
  Sharpepoint, Llc
  Phoenix, AZ

Previous Registrations

• 2015-01-07 → 2018-04-11
  Good Life Advisors, Llc
  Pinetop, AZ
  Celebration, FL
• 2013-08-05 → 2014-12-31
  Private Advisor Group, Llc
  Pinetop, AZ
  Morristown, NJ
• 2012-01-12 → 2013-07-29
  Waddell & Reed
  Scottsdale, AZ
  Pinetop, AZ

Other Businesses

1. 05/15/2013 - Jason McCaleb - INV REL - Real Estate Rental - 1% TIME SPENT - Owner 2. 07/18/2013 - McCaleb Wealth Management - - INV REL - AT REPORTED LOCATION - DBA for SharpePoint, LLC; investment related: Yes; 1630 E White Mountian Blvd, Unit D-3, Pinetop, AZ 85935; This is a DBA for any and all financial planning / investment business done through SharpePoint - the RIA.; Financial Advisor; This position entails new business, provides financial planning support to clients, prepares financial plans for clients, client reviews/meetings, managing client investment accounts.; 2018-04-20; Hours devoted to business during trading hours: 160; Hours devoted to business outside trading hours: 25; Percentage of total yearly compensation expected to be derived from the business: 100. 3. 12/29/2014: BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - NORTHERN ARIZONA WEALTH MANAGEMENT - STARTED 10/07/2011 - INVESTMENT RELATED - 1 HR/MO NONE DURING SECS TRDG HRS - 1630 E. WHITE MOUNTAIN BLVD. UNIT D3, PINETOP, AZ 85935. 4. Owner; RM Alliance; Investment Related: No; Location: 85935; Description of the business: Consulting; Responsibilities Duties: Provide financial advice consulting to Neal Rantrom CPA; Start date with business: 2021-02-16; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: .5;

Exams

• S66 Uniform Combined State Law Examination
  2000-10-04

Designations

Other Names

• Jason Mccaleb