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Gregory Norton Jones

Beacon Pointe Advisors, LLC

Asheville, NC

Newport Beach, CA

CRD 2891924

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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:

Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-03-29
  • NC RA
    APPROVED
    Since 2022-03-29

Branch Locations

4 Vanderbilt Park Drive Suite 31, Asheville, NC 28803 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • 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
Altavista Wealth Management, Inc Asheville NC 03/2003 02/2022
Beacon Pointe Advisors, Llc Asheville NC 03/2022 Present
Previous Registrations
  • 2004-04-01 → 2022-02-24
    Altavista Wealth Management, Inc.
    Charlotte, NC
    Asheville, NC
  • 2003-08-25 → 2003-10-27
    Altavista Wealth Management, Inc.
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-07-27
S63 Uniform Securities Agent State Law Examination 1997-06-20
  • S65 Uniform Investment Adviser Law Examination
    2002-07-27
  • S63 Uniform Securities Agent State Law Examination
    1997-06-20
Other Names
  • Gregory Norton Jones

View on SEC IAPD

Nearby Firms

OPPENHEIMER & CO. INC.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

JAMES TURNER NORRIS
LAURENCE J CASPER
DONALD PETER WEIDEMANN

Nearby Offices

OPPENHEIMER & CO. INC. · ASHEVILLE, NC
CETERA INVESTMENT ADVISERS LLC · ASHEVILLE, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASHEVILLE, NC

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