Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm's advisors may receive additional compensation based on the amount of assets they bring to the firm and the number of clients they introduce. Some advisors are licensed insurance agents and may receive commissions from the sale of insurance products.
Areas of Practice
Advisor Information
Office location
Spring, TX
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Job is a licensed insurance agent and, on occasion, offers insurance advice or products to clients, spending minimal time on this activity. Job also owns EXOS Mortgage Company, LLC, a mortgage brokerage, and dedicates a few hours per week to helping clients with home loans and refinancing.