Jack Stanley Lamb

Skybound Wealth Management USA, LLC

7 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Skybound Wealth Management USA, LLC

Compensation

Fee-Only (AUM)

Firm Size

6 advisors

Number of Clients

290 clients

Average Client Portfolio

$554K average

Assets Under Management

$160.6M

Fee Structure

Location

2700 Post Oak Boulevard, 21st Floor, Houston, TX, 77056

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Skybound Wealth Management USA, LLC

June 2024 - Present · 1 yr 8 mos

Previous Registrations

Brite Advisors USA, INC.

January 2018 - July 2024 · 6 yrs 6 mos

State Registrations3 states

CANYTX

Advisor

Exams

No exam information available for this advisor.