Jared Pitts

LIFESTYLE ASSET MANAGEMENT

Friendswood, TX 77546

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CRD#: 7731819

Professional summary

Jared Pitts is a registered financial advisor currently at LIFESTYLE ASSET MANAGEMENT, INC. located in Friendswood, Texas.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jared has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Independent Insurance Agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Pitts'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 20, 2023 - Present

LIFESTYLE ASSET MANAGEMENT, INC.

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

RIA

CRD#: 157450

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.

Highlighted states indicate IAR registrations

IAR

Texas
(7/20/2023)

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

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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Jared Pitts

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Pitts's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFESTYLE ASSET MANAGEMENT, INC.

Primary Firm SEC Registration

LIFESTYLE ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

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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