Jennifer
Jost
Lifepro Asset Management
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About this Advisor
Jennifer Jost is a financial advisor working out of San Diego, California who has 3 years of industry experience. Jost currently works for Lifepro Asset Management. Throughout their career, they have worked at Edward Jones, 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. Jost has Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to work in California. Lifepro Asset Management is an advisory firm that has its headquarters in San Diego, CA. The investment advisory business has offices in 35 locations and a total of 55 advisors. It manages $256 million in total assets between its 2,364 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm serves one charitable organizations. Of its 2,364 client accounts, just 3% belong to high-net-worth clients who have at least $1 million in assets. Lifepro Asset Management has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management vary depending on which service is provided. However, fees charged by Lifepro Asset Management can be comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lifepro Asset Management Brokerage Details
$256,359,928
55
2,364
$108,443
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
Jennifer has been registered as a financial advisor for 3 years.*
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
Edward Jones
*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 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
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
Cheswick, PA
San Diego, CA
San Diego, CA
San Diego, CA
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