Best Investors Account Sign in
Inactive

Jared Pitts

Lifestyle Asset Management, Inc.

Friendswood, TX

CRD 7731819

Claim This Profile
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:

Current Employers
Lifestyle Asset Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-07-20
  • TX RA
    APPROVED_RES
    Since 2023-07-20

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 Asset Management Friendswood TX 04/2023 Present
Gia Insurance Agency Friendswood/Galveston TX 02/2011 Present
  • 04/2023 → Present
    Lifestyle Asset Management
    Friendswood, TX
  • 02/2011 → Present
    Gia Insurance Agency
    Friendswood/Galveston, TX
Other Businesses

Independent Insurance Agent

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

STEPHEN M CARMONA
L. LEZETTE MARION
HEATH M. WARREN

Nearby Offices

STRATEGIC ADVISERS LLC · FRIENDSWOOD, TX
CHARLES SCHWAB & CO., INC. · Webster, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRIENDSWOOD, TX

More in Friendswood, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor