Jeffrey Brisbin Howden

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

• 09/2015 → 01/2022
  Altavista Wealth Management
  Asheville, NC
• 02/2022 → Present
  Beacon Pointe Advisors, Llc
  Asheville, NC

Previous Registrations

• 2015-08-31 → 2022-02-24
  Altavista Wealth Management, Inc.
  Asheville, NC
• 2004-10-29 → 2015-07-31
  Waldron Private Wealth
  Bridgeville, PA
  Asheville, NC
  Bridgeville, PA
• 2006-03-14 → 2013-03-12
  Lpl Financial Llc
  Bridgeville, PA
  Asheville, NC

Other Businesses

1. SINCE JULY OF 2013 - WWM PARTNERS I - LOCATED AT 1150 OLD POND ROAD BRIDGEVILLE, PA 15017- INVESTMENT RELATED / TWO PRIVATE REAL ESTATE FUNDS/ PARTNER AND PASSIVE INVESTOR IN FUNDS. LESS THAN 1 HOUR PER MONTH, NO TIME DURING SECURITY TRADING HOURS. 2. SINCE MARCH 2013 - EAGLE VIEW PROPERTIES - LOCATED AT 9 FELLOWSHIP COVE ROAD, SWANNANOA, NC 28778. IT IS INVESTMENT RELATED, A BUSINESS ENTITY THAT INVESTS IN REAL ESTATE INVESTMENT PROPERTY. ACTS AS MANAGING MEMBER, ABOUT 1 HOUR PER MONTH; NONE OF THE TIME DURING SECURITIES TRADING HOURS. 3. SINCE SEPTEMBER 2016 - SERVES AS A TRUSTEE FOR A NON-CLIENT FAMILY TRUST, APPROXIMATELY 1 HOUR PER MONTH PRIMARILY OUTSIDE OF SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2003-03-29

Other Names

• Jeffrey Brubin Howden