Jill Raeanne Carr

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

• 08/2016 → 10/2021
  Raymond James Financial Services, Inc.
  Flint, MI
• 01/2017 → 10/2021
  Raymond James Financial Services Advisors Inc.
  Flint, MI
• 11/2015 → 12/2025
  Stephens Consulting, Llc/Stephens Wealth Management Group
  Flint, MI
• 01/2026 → Present
  Beacon Pointe Advisors, Llc
  Flint, MI

Previous Registrations

• 2021-10-01 → 2025-12-31
  Stephens Consulting, Llc
  Flint, MI
• 2017-01-18 → 2021-10-19
  Raymond James Financial Services Advisors, Inc
  Flint, MI

Other Businesses

Jill Carr LLC; not investment-related; 2115 Sherff Pl, Flint, MI 48503; tax preparation; owner; started 01/2018; approximately 5 hours per month, none during securities trading hours; preparation of tax returns.

Exams

• S66 Uniform Combined State Law Examination
  2017-01-06
• S63 Uniform Securities Agent State Law Examination
  2003-07-02

Designations

• Certified Financial Planner

Other Names

• Jill Raeanne Vanwormer