Jay Lawrence Healy

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

• 07/2007 → 12/2021
  Century Wealth Management, Llc
  Memphis, TN
• 01/2022 → Present
  Beacon Pointe Advisors, Llc
  Memphis, TN

Previous Registrations

• 2004-01-20 → 2022-03-02
  Century Wealth Management, Llc
  Collierville, TN

Other Businesses

Community Foundation of Greater Memphis in Memphis, TN. Jay is a Board member and chair for the investment committee. Position started on 1/2017, which takes 20 hours yearly, zero of which are during trading hours.

Designations

• Certified Financial Planner

Other Names

• Jay L Healy