John Lee Pessarra

Employer firm

Encompass Advisory Services, LLC CRD 283574

$121M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 03/2001 → 12/2017
  Lakewood Capital Management, Inc.
  Houston, TX
• 01/2018 → Present
  Encompass Advisory Services, Llc
  Katy, TX
• 04/2014 → 09/2016
  B & W Pipe, Inc.
  Katy, TX
• 05/2018 → 10/2019
  Mirex Aquapure Solutions
  Houston, TX
• 12/2019 → Present
  Zb Products, Lp
  Katy, TX

Previous Registrations

• 2004-01-29 → 2018-12-31
  Lakewood Capital Management, Inc.
• 2003-05-09 → 2003-12-31
  Lakewood Capital Management, Inc.
  Houston, TX

Other Businesses

Zoombang - 12/1/2019 - 26947 Katy Freeway, Katy, Tx 77494-Director of Production and Strategic Sales Manager of company producing protective performance undergarments for the NFL, NHL, NASCAR and MLB. ZB Duties - managing personnel and production of protective product, Not investment related, 80 hrs/mo; 40 hrs/mo during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-11-08
• S63 Uniform Securities Agent State Law Examination
  1995-08-31