Jennifer
Jost
Lifepro Asset Management
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About this Advisor
Jennifer Jost is a financial advisor based in San Diego, California, working with Lifepro Asset Management. Jennifer has previously held positions at Kovack Securities Inc, Kovack Advisors, Epsilon Financial Group, Ameritas Life Insurance Corp, Ameritas Investment Corp, David White & Associates, Diamond Life Strategies, Lifepro Asset Management, LLC, and Diamond Life Planning. Jennifer has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and North Carolina. Currently, Jennifer is part of Lifepro Asset Management, which operates out of San Diego, California. The firm has 35 offices and 42 employees. The firm manages assets totaling $311.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lifepro Asset Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lifepro Asset Management Brokerage Details
$311,330,551
42
1,105
$281,747
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jennifer Jost Work History
Lifepro Asset Management, LLC
Diamond Life Planning
Diamond Life Strategies
Ameritas Life Insurance Corp
Ameritas Investment Corp
David White & Associates
Kovack Securities Inc
Kovack Advisors
Epsilon Financial Group
Disclosures
Please visit the SEC profile of Jennifer Jost 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 Lifepro Asset Management
Newport Beach, CA
San Diego, CA
Pasadena, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
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