Jon M. Speight, CFP<sup>&reg;</sup> - Financial Advisor

Jon M. Speight, CFP®

President

Speight Asset Management, LLC

8300 Cypress Creek Parkway, Ste 450
Houston, TX 77070
FINANCIAL ADVISOR'S WEBSITE
(281) 469-7284 CONNECT WITH Jon
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General

Jon Speight is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Speight Asset Management, LLC in Houston, TX and the surrounding communities.

Financial Advisor Overview

Speight Asset Management, LLC is an independent, fee-only, Registered Investment Advisor based in Houston, Texas. We are proud of the relationships built and the trust earned from clients that have spanned nearly twenty years. We attribute this success to a number of factors, including taking the time to understand each client's unique needs and financial situation, delivering objective planning solutions, maintaining advisor accessibility, and providing excellent client service.

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Financial Advisor Experience

A veteran of the financial services industry, Jon Speight brings over 30 years of experience to his clients. Having worked for a number of leading institutions including Fidelity Investments and Charles Schwab & Co., Inc., he founded Speight Asset Management, LLC to provide clients with a more personalized approach to financial planning. While Jon provides a spectrum of financial services to his clients, he focuses his expertise on providing custom investment management solutions to successful professionals and retirees.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Sudden Wealth

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