Best Investors Account Sign in
Inactive

Jeanne Gibson Sullivan

Beacon Pointe Advisors, LLC

Newport Beach, CA

Stoneham, MA

Claim This Profile
Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-19
NH RA APPROVED 2026-05-11
  • MA RA
    APPROVED
    Since 2026-05-19
  • NH RA
    APPROVED
    Since 2026-05-11

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

92 Montvale Avenue, Suite 2050, Stoneham, MA 02180 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financially In Tune, Llc Stoneham MA 01/2011 08/2026
Beacon Pointe Advisors, Llc Stoneham MA 05/2026 Present
Previous Registrations
  • 2011-02-14 → 2026-08-05
    Financially In Tune
    Stoneham, MA
  • 1996-02-25 → 2010-12-31
    Back Bay Financial Group, Inc.
    Boston, MA
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-01-11
S63 Uniform Securities Agent State Law Examination 1988-12-09
  • S65 Uniform Investment Adviser Law Examination
    1996-01-11
  • S63 Uniform Securities Agent State Law Examination
    1988-12-09
Designations
Other Names
  • Jeanne Gibson

View on SEC IAPD

Other Firms

OKAPI CAPITAL, LLC
OCVC, LLC
MIG CAPITAL, LLC
RESEARCH AFFILIATES
PAAMCO PRISMA, LLC
COMPOSITION WEALTH, LLC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna
Rebekah A. Beekie
WILLIAM BENJAMIN SHAPIRO
Austin Mascorro
Bruce Lyle
Philip Pluta

Other Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA
RESEARCH AFFILIATES · NEWPORT BEACH, CA
PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
COMPOSITION WEALTH, LLC · Newport Beach, CA
J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Newport Beach, CA

More in Newport Beach, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor