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RIA / WealthAdvisorCertified Financial Planner25 years in industry

JASON LEE MCCALEB

Advisor at SHARPEPOINT, LLC

PHOENIX, AZ | Pinetop, AZ

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Search this name across graphsid dfx:ria:d8d52fb2-271c-cd1d-47ae-12457fb444c2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 12, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SHARPEPOINT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 4, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 4, 2000
First registration: Jan 12, 2012
Dual registered: no
Other names: JASON MCCALEB
IAPD individual key: 3251665

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SHARPEPOINT, LLC	Independent wealth	May 7, 2018	n/a	yes	PHOENIX, AZ\|Pinetop, AZ	Current employment
GOOD LIFE ADVISORS, LLC	Independent wealth	Jan 7, 2015	Apr 11, 2018	no	PINETOP, AZ\|CELEBRATION, FL	Previous registration
PRIVATE ADVISOR GROUP, LLC	Bd affiliated wealth	Aug 5, 2013	Dec 31, 2014	no	PINETOP, AZ\|MORRISTOWN, NJ	Previous registration
WADDELL & REED	Former SEC adviser	Jan 12, 2012	Jul 29, 2013	no	SCOTTSDALE, AZ\|PINETOP, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GOOD LIFE ADVISORS, LLC	SHARPEPOINT, LLC	Apr 11, 2018	May 7, 2018	26	Firm change	RIA to new firm
PRIVATE ADVISOR GROUP, LLC	GOOD LIFE ADVISORS, LLC	Dec 31, 2014	Jan 7, 2015	7	Firm change	Other
WADDELL & REED	PRIVATE ADVISOR GROUP, LLC	Jul 29, 2013	Aug 5, 2013	7	Firm change	Other

Relationships

Registered with (4)

→ SHARPEPOINT, LLCRegistered adviserregistration: current employment
May 7, 2018 to presentfactForm ADV
→ GOOD LIFE ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 7, 2015 to Apr 11, 2018factForm ADV
→ PRIVATE ADVISOR GROUP, LLCRegistered adviserregistration: previous registration
Aug 5, 2013 to Dec 31, 2014factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Jan 12, 2012 to Jul 29, 2013factForm ADV

Dated events

No dated event names this entity yet.