Josh Ac Rummonds

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

• 06/2016 → 04/2018
  Principal Financial Group
  Fresno, CA
• 06/2016 → 04/2018
  Principal Securities
  Fresno, CA
• 05/2018 → 03/2020
  Beacon Pointe Wealth Advisors, Llc
  Fresno, CA
• 05/2018 → 03/2020
  Beacon Pointe Advisors, Llc
  Fresno, CA
• 05/2018 → Present
  Beacon Pointe Insurance Services, Llc
  Fresno, CA
• 04/2020 → Present
  Beacon Pointe Advisors, Llc
  Fresno, CA

Previous Registrations

• 2018-05-08 → 2020-04-27
  Beacon Pointe Wealth Advisors, Llc
  Fresno, CA
  Newport Beach, CA
• 2016-06-07 → 2018-05-03
  Principal Securities, Inc.
  Fresno, CA

Other Businesses

BEACON POINTE INSURANCE SERVICES, LLC; NOT INVESTMENT-RELATED; MAIN OFFICE LOCATED AT 24 CORPORATE PLAZA DR., STE 150, NEWPORT BEACH, CA 92660; LICENSED INSURANCE AGENT; START DATE: 05/01/2018; APPROXIMATELY 5 HOURS PER MONTH; ALL DURING TRADING HOURS; DUTIES INCLUDE THE SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE).

Exams

• S66 Uniform Combined State Law Examination
  2016-06-06

Other Names

• Joshua A.C. Rummonds