Paul B. Jackson

LIFESTYLE ASSET MANAGEMENT

Friendswood, TX 77546

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CRD#: 2657314

Professional summary

Paul Brian Jackson, AIF®, who also goes by P J Jackson, is a registered financial advisor currently at LIFESTYLE ASSET MANAGEMENT, INC. located in Friendswood, Texas.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Paul has worked at 9 firms and has passed the Series 63, Series 7, Series 51, Series 27, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

P J Jackson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Lifestyle Financial Advisors, Inc.; Investment Committee Member, start date: 1/1/2017; 1 Hour per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Brian Jackson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

July 26, 2011 - Present

LIFESTYLE ASSET MANAGEMENT, INC.

Office #1: 211 West Edgewood Suite 300, Friendswood, TX 77546

RIA

CRD#: 157450

Friendswood, TX

Past

May 4, 2009 - August 19, 2011

SOWELL MANAGEMENT

RIA

CRD#: 127145

NORTH LITTLE ROCK, AR

Past

January 3, 2007 - July 31, 2007

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

HOUSTON, TX

Past

March 14, 2006 - May 20, 2009

SHIELDADVISORS CORP.

RIA

CRD#: 139205

HOUSTON, TX

Past

December 1, 2003 - January 3, 2007

FFP ADVISORY SERVICES INC

RIA

CRD#: 110778

HOUSTON, TX

Past

November 26, 2003 - July 31, 2007

FFP SECURITIES, INC.

CRD#: 16337

HOUSTON, TX

Past

March 25, 1999 - December 8, 2003

WESTCOTT SECURITIES, LLC

CRD#: 45532

HOUSTON, TX

Past

October 12, 1998 - January 2, 2004

AEGIS ASSET MANAGEMENT INC

RIA

CRD#: 108610

HOUSTON, TX

Past

December 6, 1996 - August 19, 1998

MCFARLAND, GROSSMAN & COMPANY

CRD#: 30850

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LIFESTYLE ASSET MANAGEMENT, INC.

CENTURION ADVISORS CORP. | LIFESTYLE FINANCIAL ADVISORS, INC. | LIFESTYLE ASSET MANAGEMENT, INC. | DFW RETIREMENT PLANNERS

CRD#: 157450 / SEC#: 801-116746

RIA

Registered Investment Advisory firm - (6/7/2019 Approved)

Texas

Registered Investment Advisory firm - (6/12/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(7/26/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/21/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/18/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 12/31/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 27

Date: 2/11/2002

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 4

Date: 11/5/2001

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/21/1999

General Securities Principal Examination

Current Firm

LIFESTYLE ASSET MANAGEMENT, INC.

CENTURION ADVISORS CORP. | LIFESTYLE FINANCIAL ADVISORS, INC. | LIFESTYLE ASSET MANAGEMENT, INC. | DFW RETIREMENT PLANNERS

CRD#: 157450 / SEC#: 801-116746

RIA

Registered Investment Advisory firm - (6/7/2019 Approved)

Texas

Registered Investment Advisory firm - (6/12/2019 Terminated)

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Contact information

Main Address

211 West Edgewood Suite 300, Friendswood, TX 77546

Mailing Address

Phone number

(281) 612-2035

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LIFESTYLE ASSET MANAGEMENT, INC. ADV BROCHURE (5/7/2025)

Regulatory assets under management

Total Number of Accounts	1,294
AUM (Assets Under Management)	$ 399,218,297

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Paul B. Jackson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Brian Jackson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOWELL MANAGEMENT

FIRST ALLIED ADVISORY SERVICES, INC.

SHIELDADVISORS CORP.

FFP ADVISORY SERVICES INC

FFP SECURITIES, INC.

WESTCOTT SECURITIES, LLC

AEGIS ASSET MANAGEMENT INC

MCFARLAND, GROSSMAN & COMPANY

Primary Firm SEC Registration

LIFESTYLE ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/21/1995

Series 7

Date: 12/18/1995

Series 51

Date: 12/31/2003

Series 27

Date: 2/11/2002

Series 4

Date: 11/5/2001

Series 24

Date: 6/21/1999

Current Firm

LIFESTYLE ASSET MANAGEMENT, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIFESTYLE ASSET MANAGEMENT, INC.

TRUST BUT VERIFY

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