Speight Asset Management, LLC

Speight Asset Management, LLC (CRD# 169106) is a financial advisory firm headquartered in Houston, TX. They manage $57,315,450 in 142 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    142
    ACCOUNTS
  • Average Account Value
    $403,630
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Speight Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jon M. Speight
CRD#: 2165731
8300 Fm 1960 West, Suite 450, Houston, TX 77070
96
Wealthminder
score

Jon Speight (CRD# 2165731) is an Investment Advisor Representative working at Speight Asset Management, LLC in Houston, TX and has over 25 years of experience in the finance industry. Jon Speight has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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