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Jacob Anthony Lucchese

Beacon Pointe Advisors, LLC

Scottsdale, AZ

Newport Beach, CA

CRD 6517804

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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
AZ RA APPROVED 2026-06-03
  • AZ RA
    APPROVED
    Since 2026-06-03

Branch Locations

16767 North Perimeter Drive, Suite 100, Scottsdale, AZ 85260 • 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
Bmo Harris Bank Mesa AZ 01/2016 11/2016
First International Bank And Trust Gilbert AZ 11/2016 04/2019
Boeing Mesa AZ 04/2019 12/2021
Northrop Grumman Chandler AZ 12/2021 08/2024
Beacon Pointe Advisors Scottsdale AZ 08/2024 Present
  • 01/2016 → 11/2016
    Bmo Harris Bank
    Mesa, AZ
  • 11/2016 → 04/2019
    First International Bank And Trust
    Gilbert, AZ
  • 04/2019 → 12/2021
    Boeing
    Mesa, AZ
  • 12/2021 → 08/2024
    Northrop Grumman
    Chandler, AZ
  • 08/2024 → Present
    Beacon Pointe Advisors
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-11
  • S65 Uniform Investment Adviser Law Examination
    2026-05-11

View on SEC IAPD

Nearby Firms

BRIDGELIGHT CAPITAL LLC
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC

Nearby Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN

Nearby Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ

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