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Jaron Beach

Canter Wealth

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About Jaron Beach

Jaron Beach is a financial advisor with Canter Wealth in LA JOLLA, CA. Jaron has been in the industry for over 10 years and holds a Series 6, Series 7, and Series 63 license, as well as the SIE. Jaron has also earned the Certified Financial Planner designation. Jaron previously worked at CETERA INVESTMENT SERVICES LLC, Northwestern Mutual Investment Services, LLC, and LPL FINANCIAL LLC. Jaron focuses on providing financial planning, pension consulting, and educational seminars.

Firm Information

Jaron Beach is currently registered with Canter Wealth. Canter Wealth is an investment advisory firm based in La Jolla, CA. They provide financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and charitable organizations. Canter Wealth manages approximately $302,045,491 in assets for 310 clients.
Canter Wealth

7825 FAY AVENUE

LA JOLLA, CA 92037

$302.05M

Assets Under Management

2

Total Clients

10

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

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

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other

Educational seminars

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Jaron Beach’s Registration & Firm History

CA

02/02/2024 - Present

Canter Wealth (LA JOLLA CA)

CA

04/04/2023 - 01/17/2024

CETERA INVESTMENT SERVICES LLC (SAN DIEGO CA)

CA

11/10/2021 - 01/11/2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LA JOLLA CA)

CA

10/30/2020 - 09/30/2021

LPL FINANCIAL LLC (SAN DIEGO CA)

CA

11/21/2018 - 09/24/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LA JOLLA CA)

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Licenses & Designations

BC

Issued 03/13/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/26/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/22/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jaron Beach.
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