Janet Rhodes Friedman

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 03/2019
  Abaris Financial Group, Llc
  Concord, MA
• 03/2019 → 04/2022
  Cwm, Llc
  Omaha, NE
• 03/2019 → 04/2022
  Abaris Financial Group Llc
  Concord, MA
• 04/2022 → 12/2025
  Financial Planning Solutions, Llc
  Newton, MA
• 01/2026 → Present
  Beacon Pointe Advisors, Llc
  Newton, MA

Previous Registrations

• 2022-05-20 → 2025-12-31
  Financial Planning Solutions, Llc
  Auburndale, MA
• 2019-04-01 → 2022-04-26
  Cwm, Llc
  Concord, MA
  Omaha, NE
• 2009-10-06 → 2019-06-17
  Abaris Financial Group, Llc
  Concord, MA

Other Businesses

1. NAME OF OTHER Organization: West Concord Union Church INVESTMENT RELATED: Yes ADDRESS: 1317 Main St, Concord, MA 01742 NATURE OF Organization: Religious POSITION/TITLE/RELATIONSHIP: Investment Committee member DUTIES: meet quarterly to review performance, recommend asset allocation changes to the United Church Funds management team START DATE: 02/01/2017 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 2. NAME OF OTHER Organization: Town of Concord, MA INVESTMENT RELATED: Yes ADDRESS: 22 Monument Square Concord, MA 01742 NATURE OF Organization: Civic POSITION/TITLE/RELATIONSHIP: Trustee DUTIES: meet quarterly with town treasurer to review the performance of the investments held in more than 40 separate funds (some of which date back to the 1600's). Total funds are about $7 Million and are managed by BNY Mellon. The Trustees review the investment policy and make recommendations (occasionally) regarding asset allocation to provide direction to BNY Mellon START DATE: 05/01/2014 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 3. NAME OF OTHER Organization: The Scholarship Fund of Concord and Carlisle INVESTMENT RELATED: Yes ADDRESS: 34 Walden Street #217 Concord, MA 01742 NATURE OF Organization: Charitable POSITION/TITLE/RELATIONSHIP: Trustee DUTIES: The Investment Committee reviews the investment policy to ensure it is being followed, and makes recommendations (occasionally) regarding minor changes to asset allocation done by the Wells Fargo team. START DATE: 07/01/2017 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-12-14

Designations

• Certified Financial Planner

Other Names

• Janet Robin Rhodes