Juliet
Cardona
Lifepro Asset Management
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About this Advisor
Juliet Cardona is a financial advisor working out of San Diego, California who has 1 year of relevant experience. Cardona works at Lifepro Asset Management. Their career trajectory has included roles at David White & Associates, Heartland Ovation Payroll, Smith, Gonzaga University, Home - Unemployed, Ameritas Life Insurance Corp, Ameritas Investment Corp, Ameritas Advisory Services, LLC and Lifepro Asset Management, LLC. Cardona maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in California and Texas. Lifepro Asset Management is a financial advisory company headquartered in San Diego, CA. It has offices in 35 locations and a total of 55 financial advisors. It manages $256 million in total assets between its 2,364 accounts, placing it among the mid-sized firms in the United States by assets under management. The firm advises one charities and foundations. Of its 2,364 client accounts, just 3% are held by high-net-worth clients who have more than $1 million in assets. Lifepro Asset Management provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services typically depend on the services. Fees billed by Lifepro Asset Management most likely are comprised 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
Juliet Cardona Work History
Juliet has been registered as a financial advisor for 1 years.*
Lifepro Asset Management, LLC
Ameritas Advisory Services, LLC
Ameritas Investment Corp
David White & Associates
Ameritas Life Insurance Corp
Heartland Ovation Payroll
Smith
Home - Unemployed
Gonzaga University
*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 Juliet Cardona 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
San Diego, CA
San Diego, CA
San Diego, CA
Cheswick, PA
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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