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Jon Erlend Holand

Beacon Global Advisor Network, LLC

Shanghai

CRD 7349563

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Employer firm

Beacon Global Advisor Network, LLC CRD 288833

$745M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT PORTFOLIO MODELS

From the firm’s Form ADV. Read the guides:

Current Employers
Beacon Global Advisor Network, Llc

One Glenlake Parkway Suite 650, Atlanta, GA 30328 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-31
  • TX RA
    APPROVED
    Since 2021-03-31

Branch Locations

China Overseas International Center Tower B, 9Th Floor, 838 S. Huangpi Road, Shanghai 200025 • China

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
Beacon Global Advisor Network, Llc Shanghai 04/2019 Present
Austen Morris Associates Shanghai 08/2006 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-31
  • S65 Uniform Investment Adviser Law Examination
    2021-03-31

View on SEC IAPD

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