Jesus A Pompa
Investment adviser representative at Lifestyle Asset Management, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$571.2MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Mbl Insurance Agency, LLC (dba: Dfw Retirement Planners)Jun 2025 to now
- Harvest Providence, LLCAug 2024 to now
- Lifestyle Asset Management, Inc.Mar 2024 to now
- Cetera AdvisorsMar 2024 to now
- Everett Financial GroupFeb 2024 to now
- Lifestyle Financial AdvisorsJan 2024 to now
- Avantax Advisory ServicesOct 2019 to Dec 2023
- Avantax Investment Services, Inc.Oct 2019 to Dec 2023
- Avantax Insurance Services, Inc.Apr 2018 to Dec 2023
- Edgar, Kiker, and Cross PcApr 2018 to Dec 2023
- Ekc Advisors, LLCApr 2018 to Dec 2023
- 1st Global Advisors, IncApr 2018 to Oct 2019
- 1st Global Capital, Corp.Apr 2018 to Oct 2019
- Capital One Investing, LLCAug 2016 to Mar 2018
- Financial AdvisorAug 2016 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Lifestyle Asset Management, Inc.
$571.2MAssets managed
928Clients
16Advisers
7 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
- 6413142
- Firm CRD
- 157450