Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Acosta is an investment advisor representative at Beacon Pointe Advisors, LLC. Jonathan has been with Beacon Pointe Advisors since 2013. Previously, Jonathan was an investment advisor representative at PIMCO INVESTMENTS LLC. Jonathan is registered with the state of California. Jonathan has a Series 7 and a Series 66. Jonathan is also a licensed insurance agent and is affiliated with Beacon Pointe Insurance Services, LLC. Jonathan specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.
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
03/11/2013 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CA
11/22/2011 - 02/20/2013
PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)
BOTH
Issued 01/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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