Paul Jackson, financial advisor Friendswood TX

Paul Jackson

CRD Number: 2657314
Current Firm: Lifestyle Asset Management, Inc.
Paul Jackson (CRD# 2657314) is an Investment Advisor Representative working at Centurion Advisors Corp. in Sugar Land, TX and has over 20 years of experience in the finance industry.
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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Lifestyle Financial Advisors Friendwood, TX Apr 2016 - Current 7
Lifestyle Asset Management, Inc. Friendswood, TX Mar 2011 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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By the Numbers
  • Total Assets Under Management
    382
    MILLIONS
  • Total Number of Accounts
    1,348
    ACCOUNTS
  • Average Account Value
    $283,364
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

CA, CO, FL, TX

Firm Disclaimer:

Investment Advisory Services offered through Centurion Advisors Corp.  Centurion Advisors is registered as an investment advisor with the state of Texas.  The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.  Registration does not constitute an endorsement of the firm by securities regulators and does not mean that the advisor has attained a particular level of skill or ability.  The firm is not engaged in the practice of law or accounting.

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Data verified by both the advisor and the public regulatory data.

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