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Azita Jalali

Beacon Pointe Advisors, LLC

Scottsdale, AZ

Newport Beach, CA

CRD 7423596

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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
AZ RA APPROVED 2021-09-14
  • AZ RA
    APPROVED
    Since 2021-09-14

Branch Locations

16767 N Perimeter Dr, Suite 100, Scottsdale, AZ 85260 • 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
Jp Morgan Private Bank Scottsdale AZ 05/2011 04/2017
Unemployed Scottsdale AZ 04/2017 10/2018
Bmo Private Bank Scottsdale AZ 10/2018 08/2020
Unemployed Scottsdale AZ 08/2020 02/2021
Beacon Pointe Advisors, Llc Scottsdale AZ 02/2021 Present
  • 05/2011 → 04/2017
    Jp Morgan Private Bank
    Scottsdale, AZ
  • 04/2017 → 10/2018
    Unemployed
    Scottsdale, AZ
  • 10/2018 → 08/2020
    Bmo Private Bank
    Scottsdale, AZ
  • 08/2020 → 02/2021
    Unemployed
    Scottsdale, AZ
  • 02/2021 → Present
    Beacon Pointe Advisors, Llc
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-03
  • S65 Uniform Investment Adviser Law Examination
    2021-07-03
Other Names
  • Azita Safaeian

View on SEC IAPD

Nearby Firms

BRIDGELIGHT CAPITAL LLC
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC

Nearby Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN

Nearby Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ

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