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Joseph T Friedman

Beacon Pointe Advisors, LLC

Denver, CO

Newport Beach, CA

CRD 5349737

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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
CO RA APPROVED 2026-01-15
TX RA APPROVED 2026-01-15
  • CO RA
    APPROVED
    Since 2026-01-15
  • TX RA
    APPROVED
    Since 2026-01-15

Branch Locations

2000 S. Colorado Blvd Suite 1150, Denver, CO 80222 • 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
Oppenheimerfunds Denver CO 10/2010 12/2019
Israel Investment Advisors Denver CO 01/2020 04/2020
Principal Asset Management Denver CO 04/2020 11/2025
Beacon Pointe Advisors, Llc Denver CO 12/2025 Present
  • 10/2010 → 12/2019
    Oppenheimerfunds
    Denver, CO
  • 01/2020 → 04/2020
    Israel Investment Advisors
    Denver, CO
  • 04/2020 → 11/2025
    Principal Asset Management
    Denver, CO
  • 12/2025 → Present
    Beacon Pointe Advisors, Llc
    Denver, CO
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-09-10
  • S63 Uniform Securities Agent State Law Examination
    2007-09-10
Designations
  • Certified Financial Planner
Other Names
  • Joseph T. Friedman
  • Joseph T Friedman
  • Joseph Friedman

View on SEC IAPD

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Nearby Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
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