Jon Speight
Speight Asset Management · Houston, Texas
Jon Speight is a fee-only financial advisor at Speight Asset Management in Houston, Texas, who holds the CFP credential. Speight Asset Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Speight Asset Management |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $89.3M across 93 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 2165731 |
| Exams passed | Series 63 (1991) · Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.speightassetmanagement.com |
| Profile |
How Jon's firm compares
- Speight Asset Management's average account is about $960,000, from its Form ADV (assets managed divided by 93 accounts).
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Questions about Jon
Is Jon Speight a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jon holds no broker registration, and Speight Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jon charge for financial advice?
Jon's firm, Speight Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jon Speight based?
Jon Speight is based in Houston, Texas.
What credentials does Jon Speight hold?
Jon Speight holds the CFP credential.
Is Jon Speight registered with the SEC?
Yes. Jon Speight is registered as an investment adviser representative in TX (CRD 2165731), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Speight Asset Management manage?
Speight Asset Management reports $89.3M across 93 accounts in assets under management.
How do I contact Jon Speight?
Through Jon's website, www.speightassetmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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