Jesus A Pompa
Investment Adviser Representative at Lifestyle Asset Management, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jesus A. Pompa is an investment adviser representative with Lifestyle Asset Management, Inc. in Dallas, TX, where they have been registered since 2024. They have worked in the securities industry since 2015 and have been registered with 5 firms, including Avantax Advisory Services and 1st Global Advisors Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Capital One Investing, LLCAug 2016 – Mar 2018Beaumont, TX
- Edgar, Kiker, AND Cross PCApr 2018 – Aug 2019Beaumont, TX
- 1st Global Capital, Corp.Apr 2018 – Oct 2019Beaumont, TX
- 1st Global Advisors, IncApr 2018 – Oct 2019Beaumont, TX
- Avantax Insurance Services, Inc.Apr 2018 – Dec 2023Beaumont, TX
- Edgar, Kiker, AND Cross PCAug 2019 – Dec 2023Beaumont, TX
- Avantax Advisory ServicesOct 2019 – Dec 2023Beaumont, TX
- Avantax Investment Services, Inc.Oct 2019 – Dec 2023Beaumont, TX
- Lifestyle Financial AdvisorsFeb 2024 – Mar 2024Friendswood, TX
- Cetera AdvisorsMar 2024 – no end date reportedSt Cloud, MN
- Everett Financial GroupFeb 2024 – no end date reportedDallas, TX
- Financial AdvisorAug 2016 – Mar 2018Beaumont, TX
- EKC Advisors, LLCApr 2018 – Dec 2023Beaumont, TX
- Lifestyle Financial AdvisorsJan 2024 – no end date reportedFriendswood, TX
- Lifestyle Asset Management, Inc.Mar 2024 – no end date reportedDallas, TX
- Harvest Providence, LLCAug 2024 – no end date reportedIrving, TX
- MBL Insurance Agency, LLC (DBA: DFW Retirement Planners)Jun 2025 – no end date reportedFort Worth, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Lifestyle Asset Management, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Firm account minimum
- $50,000 (waivable)
- $0 to $250,0001.75%
- $250,001 to $500,0001.55%
- $500,001 to $750,0001.45%
- $750,001 to $1,000,0001.35%
+5 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Independent investment advisory services including wealth planning, portfolio strategies (individual equity separate accounts and custom total return portfolios), and 401(k) plan services for plan sponsors and participants.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 15
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Friendswood, TX
- Founded:
- 2011
- SEC file number:
- 801-116746
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 15, 2026
View full firm profileOther advisors at Lifestyle Asset Management, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jesus A Pompa has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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