Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jameson? Claim Your ProfileJameson Alan Van houten is a financial advisor registered in Arizona. Jameson has been in the financial services industry since 2002. Jameson is a Certified Financial Planner and is currently registered with Beacon Pointe Advisors, LLC. Jameson has been with Beacon Pointe Advisors, LLC since October 2021. Prior to that, Jameson was with Crown Capital Securities, L.P. since March 2013.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
11/24/2021 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
AZ
03/08/2013 - 10/11/2021
CROWN CAPITAL SECURITIES, L.P. (SCOTTSDALE AZ)
AZ
08/10/2010 - 03/08/2013
THE O.N. EQUITY SALES COMPANY (SCOTTSDALE AZ)
AZ
05/05/2010 - 08/05/2010
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
10/31/2008 - 05/04/2010
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
06/29/2004 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
MA
09/27/2002 - 06/16/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/27/2002 - 06/16/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 11/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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