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Jamie Staggs

5 Years of Experience
Broker

Jamie Staggs is a registered investment advisor, based in Friendswood, TX, with 5 years of industry experience.

Location

211 West Edgewood, Suite 300, Friendswood, TX, 77546

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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.

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Other Business Activities

Jamie works as an administrative assistant at Lifestyle Asset Management, Inc., providing advisory services and financial planning. This takes Jamie nearly full-time, with most of the hours occurring during trading hours.

Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 7 mos
Lifestyle Asset Management, INC.
July 2021 - Present · 4 yrs 9 mos
Previous Registrations
Cetera Investment Advisers LLC
July 2021 - July 2021 · 0 mos
First Allied Securities, INC.Broker
September 2020 - September 2022 · 2 yrs
State Registrations1 state
TX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jamie Staggs - Financial Advisor | TrueAdvisor