Overlook Park Wealth

Overlook Park Wealth

Jasso launched the Humble, Texas practice in 2019, having previously advised clients inside Ameriprise's planning apparatus, JPMorgan's investment-management division and LPL Financial's independent broker-dealer platform. That path gave him exposure to wirehouse resources, private-bank product shelves and RIA independence before he hung his own shingle. The firm operates from a single office at 619 East First Street, serving client relationships that Jasso personally manages. The strategy is built on a three-phase framework the firm publicly labels Seek, Plan, Do. Seek covers prayer, encouragement and counsel — positioning financial advice as an extension of Biblical stewardship. Plan integrates a household's earning years, liquidity needs and risk tolerance into a custom allocation. Do translates that plan into portfolios assembled from objective research and highly rated investments, though the site does not name specific asset classes, funds or portfolio companies. No public filings or media reports disclose current allocation weights, manager line-ups or co-investment activity. The firm is a Texas-registered investment advisor with Jasso as the central figure. No additional professionals, branches or adjacent vehicles such as a philanthropic foundation or family limited partnership are disclosed. The website lists a phone line and email contact, and invites prospective clients to request a complimentary consultation or speaking engagement — suggesting a client-development model rooted in community presence rather than institutional marketing. Overlook Park Wealth's structure is simple by design: a single-advisor RIA where the owner-operator carries the AIF® designation and personally signs off on investment plans. There is no investment committee, no institutional LP base, no separate operating company and no disclosed succession mechanism — the firm's continuity rests entirely on Jasso remaining at the desk. For a family office allocating to emerging managers, that concentrated key-person risk is the structural fact that matters.