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Jessica Pence Shore

Beacon Pointe Advisors, LLC

New Orleans, LA

Newport Beach, CA

Larkspur, CA

CRD 7232383

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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
LA RA APPROVED 2025-08-20
CA RA APPROVED 2025-07-15
TX RA APPROVED 2025-07-15
  • LA RA
    APPROVED
    Since 2025-08-20
  • CA RA
    APPROVED
    Since 2025-07-15
  • TX RA
    APPROVED
    Since 2025-07-15

Branch Locations

New Orleans, LA • United States

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

1100 Larkspur Landing Circle, Suite 300, Larkspur, CA 94939 • 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
Waypoint Wealth Partners Mill Valley CA 03/2017 08/2025
Ashfield Capital Partners San Francisco CA 05/2016 02/2017
Beacon Pointe Advisors, Llc Mill Valley CA 07/2025 04/2026
Beacon Pointe Advisors, Llc Larkspur CA 05/2026 Present
Previous Registrations
  • 2020-03-10 → 2025-08-19
    Waypoint Wealth Partners
    San Francisco, CA
    Mill Valley, CA
    New Orleans, LA
    San Francisco, CA
Designations
  • Certified Financial Planner
Other Names
  • Jesse Pence
  • Jessica Shotwell Pence

View on SEC IAPD

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