Jamie Suzanne Staggs
Investment adviser representative at Lifestyle Asset Management, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$571.2MFirm assets
Are you Jamie Suzanne Staggs? Claim your profile
Contact this firm
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.
- Cetera Advisors LLCSep 2022 to now
- Lifestyle Asset Management, Inc.Jul 2021 to now
- First Allied Securities, IncJul 2021 to Sep 2022
- Lifestyle Financial AdvisorsMay 2019 to Jul 2021
- Ahi SupplyDec 2018 to Jan 2019
- Lifestyle Financial AdvisorMay 2018 to Aug 2018
- Full-time EducationJan 2018 to May 2019
- Ahi SupplyDec 2017 to Jan 2018
- Full-time EducationAug 2017 to Dec 2017
- Ahi SupplyMay 2017 to Aug 2017
- Full-time EducationJan 2017 to May 2017
- Ahi SupplyDec 2016 to Jan 2017
- Full-time EducationAug 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7124547
- Firm CRD
- 157450