Jason Mccaleb is a CFP-designated registered investment advisor at Sharpepoint, LLC, based in Phoenix, AZ, with 25 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 491 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.20% |
Fee Estimator
Location
5090 N. 40th Street, Suite 200, Phoenix, AZ, 85018
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jason owns rental real estate and operates McCaleb Wealth Management as a DBA for SharpePoint, LLC, where he works full-time as a financial advisor. He also provides financial advice consulting to Neal Rantrom CPA, dedicating minimal time to this activity.
Employment History
Current Registrations
Sharpepoint, LLC
Previous Registrations
Good Life Advisors, LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Waddell & Reed
Waddell & Reed, INC.Broker
Edward JonesBroker
Morgan Stanley Dw INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.