Kaleb Kristofer Jones

Employer firm

Lifestyle Asset Management, Inc. CRD 157450

$571M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 09/2022
  First Allied Securities, Inc.
  Friendswood, TX
• 01/2015 → 11/2020
  First Allied Advisory Services, Inc
  San Diego, CA
• 06/2018 → Present
  Lifestyle Asset Management, Inc.
  Friendswood, TX
• 11/2020 → 11/2020
  First Allied Advisory Services
  Schaumburg, IL
• 09/2022 → Present
  Cetera Advisors Llc
  Friendswood, TX

Previous Registrations

• 2020-11-12 → 2021-07-21
  Cetera Investment Advisers Llc
  Texas City, TX
  Friendswood, TX
  Deer Park, TX
• 2016-03-01 → 2020-11-12
  First Allied Advisory Services, Inc.
  Texas City, TX
  San Diego, CA
  Friendswood, TX
  Deer Park, TX

Other Businesses

1. LIFESTYLE FINANCIAL ADVISORS; DBA; INVESTMENT ADVISER REPRESENTATIVE; 80 HOURS A MONTH START DATE: 06/18/2018 2. CETERA ADVISORS LLC; INVESTMENT RELATED: YES; LOCATION OF THE BUSINESS: 102 W. PASADENA BLVD DEER PARK TX 77536 UNITED STATES; DESCRIPTION OF THE BUSINESS: I WAS A REGISTERED REP FOR FIRST ALLIED SECURITIES WHICH WAS THEN BOUGHT BY CETERA ADVISORS. I AM UNSURE IF I NEED TO PUT THE ADDRESS OF WHERE I WORKED OR THEIR HOME LOCATION. ; POSITION TITLE: REGISTERED REPRESENTATIVE; START DATE WITH BUSINESS: 2015-03-28; HOURS PER MONTH DURING TRADING HOURS: 160; HOURS PER MONTH OUTSIDE TRADING HOURS: 1; 3. INDEPENDENT INSURANCE AGENT ; INVESTMENT RELATED: NO; LOCATION OF THE BUSINESS: 102 W PASADENA BLVD DEER PARK TX 77062 UNITED STATES; POSITION TITLE: LICENSED INSURANCE AGENT; START DATE WITH BUSINESS: 2018-05-07; HOURS PER MONTH DURING TRADING HOURS: 5; HOURS PER MONTH OUTSIDE TRADING HOURS: 1;

Exams

• S66 Uniform Combined State Law Examination
  2015-10-10

Designations

• Certified Financial Planner