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Jon Eric Van wieren

Beam Wealth Advisors, Inc.

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About Jon Eric Van wieren

Jon Eric Van wieren is a financial advisor with Beam Wealth Advisors, Inc. in Atlanta, Georgia. Jon has been in the financial services industry since 1998 and has a Series 7, Series 63, and Series 65 license. Jon is also a Certified Financial Planner. Jon has experience providing financial planning services to individuals, families, and businesses. Jon is committed to helping clients achieve their financial goals.

Firm Information

Jon Van wieren is currently registered with Beam Wealth Advisors, Inc.. Beam Wealth Advisors, Inc. is a Covington, Louisiana-based investment advisor managing over $577 million in assets for a diverse client base of individuals, high-net-worth individuals, and corporations. The firm offers a range of advisory services including financial planning, estate planning, pension consulting, educational seminars, market timing services, and selection of other advisors. They are committed to providing personalized portfolio management for businesses and individuals.
Beam Wealth Advisors, Inc.

72096 RAMOS AVENUE

COVINGTON, LA 70433

$577.44M

Assets Under Management

250

Total Clients

27

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 businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning

Estate planning

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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Jon Van wieren’s Registration & Firm History

GA

06/17/2024 - Present

Beam Wealth Advisors, Inc. (ATLANTA GA)

GA

01/18/2006 - 02/25/2008

RAYMOND JAMES FINANCIAL SERVICES, INC. (ATLANTA GA)

PA

03/06/2003 - 03/30/2004

CITCO-QUAKER FUND DISTRIBUTORS, INC. (MALVERN PA)

MD

06/12/1998 - 07/12/2002

INCAP SECURITIES, INC. (BALTIMORE MD)

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Licenses & Designations

IA

Issued 08/05/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/02/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/11/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jon Eric Van wieren.
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