John Alan Siegel

Employer firm

Beacon Capital, LLC CRD 286316

$278M regulatory AUM 167 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → Present
  Dc Elite
  Cedar Rapids, IA
• 01/2015 → 02/2017
  Voya Financial Advisors, Inc.
  Cedar Rapids, IA
• 04/2012 → Present
  Voya Insurance And Annuity Company
  Cedar Rapids, IA
• 01/2018 → Present
  Beacon Capital, Llc
  Cedar Rapids, IA
• 02/2017 → 01/2018
  Beacon Capital, Llc
  Cedar Rapids, IA
• 02/2015 → Present
  Siegel Inc.
  Cedar Rapids, IA
• 12/2012 → 08/2021
  Siegel + Handley Rentals
  Cedar Rapids, IA

Other Businesses

1)DC ELITE; CEDAR RAPIDS, IA; WRESTLING COACH SINCE 08/2009; 12 HRS/MO; 2)SIEGEL INC; CEDAR RAPIDS,IA 52402; OWNER/INSURANCE AGENT SINCE 02/2015; 40 HRS/MO;

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-21
• S63 Uniform Securities Agent State Law Examination
  2015-01-30

Other Names

• John Siegel