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Inactive

Will Smith

Beacon Pointe Advisors, LLC

Akron, OH

Newport Beach, CA

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-07-24
  • OH RA
    APPROVED
    Since 2025-07-24

Branch Locations

3677 Embassy Pkwy, Akron, OH 44333 • 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
Cornerstone Capital Advisors Uniontown OH 05/2015 05/2016
Unemployed Akron OH 05/2016 10/2016
The Jentner Corporation Akron OH 10/2016 06/2023
The Jentner Corporation Akron OH 07/2023 06/2025
Beacon Pointe Advisors, Llc Akron OH 07/2025 Present
  • 05/2015 → 05/2016
    Cornerstone Capital Advisors
    Uniontown, OH
  • 05/2016 → 10/2016
    Unemployed
    Akron, OH
  • 10/2016 → 06/2023
    The Jentner Corporation
    Akron, OH
  • 07/2023 → 06/2025
    The Jentner Corporation
    Akron, OH
  • 07/2025 → Present
    Beacon Pointe Advisors, Llc
    Akron, OH
Previous Registrations
  • 2024-03-18 → 2025-07-25
    Jentner Wealth Management
    Akron, OH
Designations
Other Names
  • Will Michael Smith

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH
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CETERA INVESTMENT ADVISERS LLC · FAIRLAWN, OH
VALMARK ADVISERS, INC. · Akron, OH
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