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Paul Brian Jackson

Lifestyle Asset Management, Inc.

Friendswood, TX

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Current Employers
Lifestyle Asset Management, Inc.

211 West Edgewood Suite 300, Friendswood, TX 77546 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-07-26
  • TX RA
    APPROVED
    Since 2011-07-26

Branch Locations

211 West Edgewood Suite 300, Friendswood, TX 77546 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lifestyle Financial Advisors Friendwood TX 06/2011 Present
  • 06/2011 → Present
    Lifestyle Financial Advisors
    Friendwood, TX
Previous Registrations
  • 2009-05-04 → 2011-08-19
    Sowell Management
    North Little Rock, AR
  • 2006-03-14 → 2009-05-20
    Shieldadvisors Corp.
    Houston, TX
  • 2007-01-03 → 2007-07-31
    First Allied Advisory Services, Inc.
    Chesterfield, MO
    Houston, TX
  • 2003-12-01 → 2007-01-03
    Ffp Advisory Services Inc
    Houton, TX
    Houston, TX
  • 1998-10-12 → 2004-01-02
    Aegis Asset Management Inc
    Houston, TX
Other Businesses

Lifestyle Financial Advisors, Inc.; Investment Committee Member, start date: 1/1/2017; 1 Hour per month

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-12-21
  • S63 Uniform Securities Agent State Law Examination
    1995-12-21
Designations
Other Names
  • P J Jackson

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

STEPHEN M CARMONA
L. LEZETTE MARION
HEATH M. WARREN
BROCK NOLIN
MATTHEW XAVIER GRIECO
JOSHUA GURVEY
KEVIN J HELMER
HUGH CLAY JOHNSON

Other Offices

STRATEGIC ADVISERS LLC · FRIENDSWOOD, TX
CHARLES SCHWAB & CO., INC. · Webster, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRIENDSWOOD, TX
COMMONWEALTH FINANCIAL NETWORK · FRIENDSWOOD, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · FRIENDSWOOD, TX
LPL FINANCIAL LLC · FRIENDSWOOD, TX
EDWARD JONES · FRIENDSWOOD, TX
LPL FINANCIAL LLC · FRIENDSWOOD, TX

More in Friendswood, TX

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