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Jared Tomsu

Beacon Pointe Advisors, LLC

Dallas, TX

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
TX RA APPROVED 2024-05-01
  • TX RA
    APPROVED
    Since 2024-05-01

Branch Locations

6600 Snider Plaza Suite 210, Dallas, TX 75205 • 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
The Capital Chart Room, Ltd Fort Worth TX 01/2021 01/2023
N/A Lubbock TX 01/2013 01/2021
Frontier Investment Management Chicago IL 01/2023 03/2024
Beacon Pointe Advisors, Llc Dallas TX 04/2024 03/2026
Beacon Pointe Advisors, Llc Dallas TX 04/2026 Present
  • 01/2021 → 01/2023
    The Capital Chart Room, Ltd
    Fort Worth, TX
  • 01/2013 → 01/2021
    N/A
    Lubbock, TX
  • 01/2023 → 03/2024
    Frontier Investment Management
    Chicago, IL
  • 04/2024 → 03/2026
    Beacon Pointe Advisors, Llc
    Dallas, TX
  • 04/2026 → Present
    Beacon Pointe Advisors, Llc
    Dallas, TX
Previous Registrations
Designations
Other Names
  • Jared Tomsu
  • Jared Michael Tomsu

View on SEC IAPD

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