linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Azita Jalali

Beacon Pointe Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Azita? Claim Your Profile

About Azita Jalali

Azita Jalali is an investment advisor representative at Beacon Pointe Advisors, LLC. Azita has been in the financial industry since 2011. Azita is registered to provide investment advisory services in Arizona. Azita specializes in providing financial planning, portfolio management and pension consulting services. Azita also has experience working with high-net-worth individuals, individuals other than high-net-worth, insurance companies, charitable organizations, corporations or other businesses, pooled investment vehicles, and pension and profit sharing plans. Azita is licensed to provide investment advisory services in Arizona.

Firm Information

Azita Jalali is currently registered with Beacon Pointe Advisors, LLC. Beacon Pointe Advisors, LLC is a Newport Beach, CA-based investment advisor with over 30 billion in assets under management. The firm provides financial planning, portfolio management, and consulting services to a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Beacon Pointe Advisors has over 120 licensed agents and 290 investment advisor representatives.
Beacon Pointe Advisors, LLC

24 CORPORATE PLAZA

NEWPORT BEACH, CA 92660

$31.28B

Assets Under Management

100

Total Clients

279

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Azita Jalali’s Registration & Firm History

CA

09/14/2021 - Present

Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)

Not sure if Azita Jalali is right for you?

Licenses & Designations

IA

Issued 07/03/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Azita Jalali.
Not sure if Azita Jalali is right for you?