Jamie S. Staggs

LIFESTYLE ASSET MANAGEMENT

Friendswood, TX 77546

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CRD#: 7124547

Professional summary

Jamie Suzanne Staggs, who also goes by Jamie Staggs, is a registered financial advisor currently at LIFESTYLE ASSET MANAGEMENT, INC. located in Friendswood, Texas and CETERA ADVISORS LLC located in Friendswood, Texas.

Jamie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Jamie has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jamie Staggs

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.

1) NAME OF OTHER BUSINESS: LIFESTYLE ASSET MANAGEMENT, INC.- CRD# 157450 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT START DATE: 07/2021, APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Suzanne Staggs'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®

None

Experience

Current

July 21, 2021 - Present

LIFESTYLE ASSET MANAGEMENT, INC.

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

RIA

CRD#: 157450

Friendswood, TX

Current

September 8, 2022 - Present

CETERA ADVISORS LLC

Office #1: 211 West Edgewood Drive Suite 100, Friendswood, TX 77546

CRD#: 10299

Friendswood, TX

Past

July 19, 2021 - July 20, 2021

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

FRIENDSWOOD, TX

Past

September 24, 2020 - September 8, 2022

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

FRIENDSWOOD, 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Texas
(7/21/2021)

Texas
(9/8/2022)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/7/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/24/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/21/2019

Securities Industry Essentials Examination

SRO Registrations

FINRA

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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Jamie S. Staggs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Suzanne Staggs's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA ADVISORS LLC

CETERA INVESTMENT ADVISERS LLC

FIRST ALLIED SECURITIES, INC.

Primary Firm SEC Registration

LIFESTYLE ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/7/2021

Series 7TO

Date: 9/24/2020

SIE

Date: 9/21/2019

FINRA

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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