Jason Lee Mccaleb
Investment adviser representative at Sharpepoint, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$222.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Sharpepoint, LLCApr 2018 to now
- Good Life AdvisorsDec 2014 to Apr 2018
- LPL Financial, LLCJul 2013 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Sharpepoint, LLC
$222.8MAssets managed
491Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3251665
- Firm CRD
- 290719