Jason
Mccaleb
Sharpepoint, LLC
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About this Advisor
Jason Mccaleb is a certified financial planner based out of Phoenix, Arizona who has 5 years of industry experience. Mccaleb is an employee of Sharpepoint, LLC. Throughout their career, Mccaleb has worked at Northern Az Wealth Mgmt Inc Dba Mccaleb Wealth Mgmt (Dba), Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Lpl Financial, LLC, Private Advisor Group, LLC, Sharpepoint, LLC and Good Life Advisors. Mccaleb has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona. Sharpepoint, LLC is an advisory firm that has its headquarters in Phoenix, AZ. The company has a total of seven advisors. It manages $131 million in assets among its 972 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 972 customer accounts, just 12% are associated with high-net-worth investors who have more than $1 million in assets. The company offers a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors are based on the type of financial services. Fee types billed by Sharpepoint, LLC likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sharpepoint, LLC Brokerage Details
$131,407,458
7
972
$135,193
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Jason Mccaleb Work History
Jason has been registered as a financial advisor for 5 years.*
Sharpepoint, LLC
Good Life Advisors
Lpl Financial, LLC
Private Advisor Group, LLC
Northern Az Wealth Mgmt Inc Dba Mccaleb Wealth Mgmt (Dba)
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Mccaleb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sharpepoint, LLC
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
