Jessica Erin Schlanderer

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

• 06/2015 → 08/2021
  Wells Fargo Advisors, Llc
  Ann Arbor, MI
• 09/2021 → 10/2021
  Raymond James Financial Services, Inc.
  Flint, MI
• 10/2021 → 12/2025
  Stephens Wealth Management Group
  Flint, MI
• 01/2026 → Present
  Beacon Pointe Advisors, Llc
  Flint, MI
• 01/2026 → Present
  Beacon Pointe Insurance Services
  Flint, MI

Previous Registrations

• 2021-10-01 → 2025-12-31
  Stephens Consulting, Llc
  Flint, MI
• 2021-09-23 → 2021-10-11
  Raymond James Financial Services Advisors, Inc
  Flint, MI
• 2015-11-02 → 2021-08-25
  Wells Fargo Clearing Services, Llc
  Ann Arbor, MI

Other Businesses

1. Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 01/2026; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident). 2. Women's Exchange of Washtenaw, Not investment-related; Address: Ann Arbor, MI; Position/Title: Forum Co-Chair; Start Date: 01/2025; 10 HRS/MO During trading hours 6 HRS/MO; Duties: Plan annual fall Forum

Exams

• S66 Uniform Combined State Law Examination
  2015-10-29

Other Names

• Jessica Schlanderer
• Jessica Erin Schlanderer
• Jessie Stirling
• Jessica Erin Stirling