Jonathan
Shumate
Beacon Pointe Advisors, LLC
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About this Advisor
Jonathan Shumate is a financial advisor based in Newport Beach, California, working with Beacon Pointe Advisors, LLC. Jonathan has previously worked at Genspring Family Offices, LLC, Altavista Wealth Management, and Beacon Pointe Advisors, LLC. Jonathan has passed the Series 63 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, Jonathan is part of Beacon Pointe Advisors, LLC, which operates out of Newport Beach, California. The firm has 65 offices and 600 employees. Beacon Pointe Advisors, LLC manages $39.8 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services such as financial planning, portfolio management for individuals, small businesses, investment companies, pooled investment vehicles, and institutional clients, pension consulting, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structures at Beacon Pointe Advisors, LLC include asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Beacon Pointe Advisors, LLC Brokerage Details
$39,839,757,384
600
54,870
$726,075
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jonathan Shumate Work History
Beacon Pointe Advisors, LLC
Altavista Wealth Management
Genspring Family Offices, LLC
Disclosures
Please visit the SEC profile of Jonathan Shumate to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Beacon Pointe Advisors, LLC
San Diego, CA
Scottsdale, AZ
Bala Cynwyd, PA
Metairie, LA
Newport Beach, CA
Scottsdale, AZ
Newport Beach, CA
Fort Worth, TX
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