Jason L. Mccaleb

SHARPEPOINT

Pinetop, AZ 85935

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CRD#: 3251665

Professional summary

Jason Lee Mccaleb, CFP®, who also goes by Jason Mccaleb, is a registered financial advisor currently at SHARPEPOINT, LLC located in Pinetop, Arizona.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jason has worked at 7 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Mccaleb

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Lee Mccaleb'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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

May 7, 2018 - Present

SHARPEPOINT, LLC

Office #1: 1191 E White Mtn Blvd Bldng A, Pinetop, AZ 85935

RIA

CRD#: 290719

Pinetop, AZ

Past

January 7, 2015 - April 11, 2018

GOOD LIFE ADVISORS, LLC

RIA

CRD#: 171898

PINETOP, AZ

Past

August 5, 2013 - December 31, 2014

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

PINETOP, AZ

Past

July 23, 2013 - May 8, 2018

LPL FINANCIAL LLC

CRD#: 6413

PINETOP, AZ

Past

January 12, 2012 - July 29, 2013

WADDELL & REED

RIA

CRD#: 866

SCOTTSDALE, AZ

Past

October 7, 2011 - July 29, 2013

WADDELL & REED

CRD#: 866

SCOTTSDALE, AZ

Past

September 9, 2002 - October 10, 2011

EDWARD JONES

CRD#: 250

LAKESIDE, AZ

Past

September 18, 2000 - June 27, 2002

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

SHARPEPOINT, LLC

MCCALEB WEALTH MANAGEMENT | SHARPEPOINT, LLC

CRD#: 290719 / SEC#: 801-119916

RIA

Registered Investment Advisory firm - (12/3/2020 Approved)

Arizona

Registered Investment Advisory firm - (12/9/2020 Terminated)

California

Registered Investment Advisory firm - (1/8/2021 Terminated)

Texas

Registered Investment Advisory firm - (12/9/2020 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

Arizona
(5/7/2018)

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

IAR

Series 66

Date: 10/4/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/8/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 10/16/2000

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/16/2000

General Securities Representative Examination

Current Firm

SHARPEPOINT, LLC

MCCALEB WEALTH MANAGEMENT | SHARPEPOINT, LLC

CRD#: 290719 / SEC#: 801-119916

RIA

Registered Investment Advisory firm - (12/3/2020 Approved)

Arizona

Registered Investment Advisory firm - (12/9/2020 Terminated)

California

Registered Investment Advisory firm - (1/8/2021 Terminated)

Texas

Registered Investment Advisory firm - (12/9/2020 Terminated)

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Contact information

Main Address

5090 N. 40th Street Suite 200, Phoenix, AZ 85018

Mailing Address

Phone number

(480) 999-3033

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	422
AUM (Assets Under Management)	$ 150,495,638

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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Advisor Monitoring

Firm Stability Insights

Jason L. Mccaleb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Lee Mccaleb's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOOD LIFE ADVISORS, LLC

PRIVATE ADVISOR GROUP, LLC

LPL FINANCIAL LLC

WADDELL & REED

WADDELL & REED

EDWARD JONES

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

SHARPEPOINT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/4/2000

SIE

Date: 5/8/2018

Series 31

Date: 10/16/2000

Series 7

Date: 9/16/2000

Current Firm

SHARPEPOINT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHARPEPOINT, LLC

TRUST BUT VERIFY

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