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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-07-07
  • IN RA
    APPROVED
    Since 2026-07-07

Branch Locations

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

8900 Keystone Crossing Suite 610, Indianapolis, IN 46240 • 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
Drivetime Used Cars Indianapolis IN 08/2017 04/2019
Dollar General Marion IN 04/2019 03/2021
Financial Solutions & Investments Kokomo IN 03/2021 06/2026
Financial Solutions & Investments Kokomo IN 12/2020 03/2021
Eastbrook High School Marion IN 08/2013 05/2017
Harbour Investments, Inc Madison WI 04/2023 06/2026
Beacon Pointe Advisors, Llc Indianapolis IN 07/2026 Present
Beacon Pointe Insurance Services, Llc Indianapolis IN 07/2026 Present
  • 08/2017 → 04/2019
    Drivetime Used Cars
    Indianapolis, IN
  • 04/2019 → 03/2021
    Dollar General
    Marion, IN
  • 03/2021 → 06/2026
    Financial Solutions & Investments
    Kokomo, IN
  • 12/2020 → 03/2021
    Financial Solutions & Investments
    Kokomo, IN
  • 08/2013 → 05/2017
    Eastbrook High School
    Marion, IN
  • 04/2023 → 06/2026
    Madison, WI
  • 07/2026 → Present
    Indianapolis, IN
  • 07/2026 → Present
    Beacon Pointe Insurance Services, Llc
    Indianapolis, IN
Previous Registrations
Other Businesses

(1) BTB Equipment Repair, LLC | 17128 N 150 E, Summitville, IN 46070, but I work remotely | Position/Title: Independent contractor- Payroll & Bookkeeping | Description: Run payroll, accounting, service and transport vehicles | Beginning 1/2024 | 10 HRS/MO devoted to OBA, 0 HRS/MO during trading hours | Not investment related (2) 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: 07/2026; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-31
  • S65 Uniform Investment Adviser Law Examination
    2022-12-31
Designations
Other Names
  • Jackson Bush

View on SEC IAPD

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