Juliet
Cardona
Lifepro Asset Management
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About this Advisor
Juliet Cardona is a financial advisor based in San Diego, California, working with Lifepro Asset Management. Juliet has previously held positions at David White & Associates, Heartland Ovation Payroll, Home - Unemployed, Ameritas Life Insurance Corp, Ameritas Investment Corp, Ameritas Advisory Services, LLC, and Lifepro Asset Management, LLC. Juliet has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Juliet 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
Juliet Cardona Work History
Lifepro Asset Management, LLC
Ameritas Advisory Services, LLC
Ameritas Investment Corp
David White & Associates
Ameritas Life Insurance Corp
Heartland Ovation Payroll
Home - Unemployed
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
Newport Beach, CA
Pasadena, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
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