Jason A. Gould

LIFETIME WEALTH MANAGEMENT P.C.

Rockwall, TX 75087

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CRD#: 5311823

Professional summary

Jason Allan Gould, CFA, who also goes by Jason Gould, is a registered financial advisor currently at LIFETIME WEALTH MANAGEMENT P.C. located in Rockwall, Texas.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jason has worked at 2 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Gould

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 Allan Gould'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®

CFA

Chartered Financial Analyst

Experience

Current

August 21, 2018 - Present

LIFETIME WEALTH MANAGEMENT P.C.

Office #1: 560 E. Interstate Hwy 30, Ste 110, Rockwall, TX 75087

RIA

CRD#: 145492

Rockwall, TX

Past

August 30, 2007 - January 8, 2009

TD AMERITRADE, INC.

CRD#: 7870

FORT WORTH, 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".

LIFETIME WEALTH MANAGEMENT P.C.

EFG FUNDS | LIFETIME WEALTH MANAGEMENT P.C.

CRD#: 145492 / SEC#: 801-113213

RIA

Registered Investment Advisory firm - (5/15/2018 Approved)

Texas

Registered Investment Advisory firm - (5/17/2018 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
(8/21/2018)

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

Series 63

Date: 9/6/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/29/2007

General Securities Representative Examination

Current Firm

LIFETIME WEALTH MANAGEMENT P.C.

EFG FUNDS | LIFETIME WEALTH MANAGEMENT P.C.

CRD#: 145492 / SEC#: 801-113213

RIA

Registered Investment Advisory firm - (5/15/2018 Approved)

Texas

Registered Investment Advisory firm - (5/17/2018 Terminated)

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Contact information

Main Address

560 E. Interstate Hwy 30, Ste 110, Rockwall, TX 75087

Mailing Address

3021 Ridge Road, #a284, Rockwall, TX 75032

Phone number

(972) 771-0650

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE- AUG 2025 (9/17/2025)

Regulatory assets under management

Total Number of Accounts	263
AUM (Assets Under Management)	$ 179,539,148

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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Jason A. Gould

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Allan Gould's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFETIME WEALTH MANAGEMENT P.C.

TD AMERITRADE, INC.

Primary Firm SEC Registration

LIFETIME WEALTH MANAGEMENT P.C.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/6/2007

Series 7

Date: 8/29/2007

Current Firm

LIFETIME WEALTH MANAGEMENT P.C.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIFETIME WEALTH MANAGEMENT P.C.

TRUST BUT VERIFY

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