Jesus A Pompa

Current Employers

Employment History

• 08/2016 → 03/2018
  Capital One Investing, Llc
  Beaumont, TX
• 04/2018 → 08/2019
  Edgar, Kiker, And Cross Pc
  Beaumont, TX
• 04/2018 → 10/2019
  1St Global Capital, Corp.
  Beaumont, TX
• 04/2018 → 10/2019
  1St Global Advisors, Inc
  Beaumont, TX
• 04/2018 → 12/2023
  Avantax Insurance Services, Inc.
  Beaumont, TX
• 08/2019 → 12/2023
  Edgar, Kiker, And Cross Pc
  Beaumont, TX
• 10/2019 → 12/2023
  Avantax Advisory Services
  Beaumont, TX
• 10/2019 → 12/2023
  Avantax Investment Services, Inc.
  Beaumont, TX
• 02/2024 → 03/2024
  Lifestyle Financial Advisors
  Friendswood, TX
• 03/2024 → Present
  Cetera Advisors
  St Cloud, MN
• 02/2024 → Present
  Everett Financial Group
  Dallas, TX
• 08/2016 → 03/2018
  Financial Advisor
  Beaumont, TX
• 04/2018 → 12/2023
  Ekc Advisors, Llc
  Beaumont, TX
• 01/2024 → Present
  Lifestyle Financial Advisors
  Friendswood, TX
• 03/2024 → Present
  Lifestyle Asset Management, Inc.
  Dallas, TX
• 08/2024 → Present
  Harvest Providence, Llc
  Irving, TX
• 06/2025 → Present
  Mbl Insurance Agency, Llc (Dba: Dfw Retirement Planners)
  Fort Worth, TX

Previous Registrations

• 2019-10-25 → 2023-12-31
  Avantax Advisory Services
  Irving, TX
• 2018-04-04 → 2019-10-25
  1St Global Advisors Inc
  Beaumont, TX
• 2016-09-08 → 2018-03-30
  Capital One Advisors, Llc
  Beaumont, TX
  Mclean, VA
• 2015-03-25 → 2016-08-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beaumont, TX

Other Businesses

1.NAME OF OTHER BUSINESS: EVERETT FINANCIAL GROUP, INVESTMENT RELATED: YES, ADDRESS: 17950 PRESTON RD # 770, DALLAS, TX 75252,, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 02/2024, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; DBA Everett Financial Group for previous RIA business 2. NAME OF OTHER BUSINESS: LIFESTYLE ASSET MANAGEMENT INC. - CRD# 157450 ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: ADVISORY SERVICES ; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 05/2024 ; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: ASSET MANAGEMENT; 3. NAME OF OTHER BUSINESS: LIFESTYLE ASSET MANAGEMENT INC; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; START DATE: 05/2024 ; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: HARVEST PROVIDENCE, LLC, INVESTMENT RELATED: NO, ADDRESS: 1301 CROYDON ST, IRVING, TX 75062, NATURE OF BUSINESS: REAL ESTATE, START DATE: 08/2024, POSITION/TITLE/RELATIONSHIP: PART OWNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: MANAGE RENTAL PROPERTY; 5. NAME OF OTHER BUSINESS: MBL INSURANCE AGENCY, LLC (DBA: DFW RETIREMENT PLANNERS); INVESTMENT RELATED: YES; ADDRESS: 6000 WESTERN PL, SUITE 500, FORT WORTH, TX 76107; NATURE OF BUSINESS: INS DBA START DATE: 6/2025; POSITION/TITLE/RELATIONSHIP: AGENT; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: DBA FOR SALE & SERVICE OF FIXED INSURANCE PRODUCTS; 6. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: 6000 WESTERN PL, SUITE 500, FORT WORTH, TX 76107; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 8/2014; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 7. NAME OF OTHER BUSINESS: MBL INSURANCE AGENCY, LLC (DBA: DFW RETIREMENT PLANNERS); INVESTMENT RELATED: NO; ADDRESS: 6000 WESTERN PLACE, STE. 500, FORTH WORTH, TX 76107; NATURE OF BUSINESS: RADIO SHOW; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: AGENT / EXECUTIVE PRODUCER; APX NUMBER OF HOURS PER WEEK: 1.5; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: RADIO SHOW RECURRING ROLE;

Exams

• S66 Uniform Combined State Law Examination
  2015-03-24

Designations

Other Names

• Jesse Pompa
• Jesus Alberto Pompa