Benjamin Joseph Hess

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 05/2019
  Louisiana State University
  Baton Rouge, LA
• 05/2017 → 08/2017
  Cajun Industries
  New Orleans, LA
• 05/2018 → 11/2020
  Cbd Wealth Management Llc
  Metairie, LA
• 11/2020 → 08/2022
  Beacon Pointe Advisors, Llc
  Metairie, LA
• 04/2026 → Present
  Beacon Pointe Advisors, Llc
  Metairie, LA
• 08/2022 → 03/2026
  Beacon Pointe Advisors, Llc
  Metairie, LA
• 11/2020 → Present
  Beacon Pointe Insurance Services, Llc
  Metairie, LA

Other Businesses

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: 11/2020; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-14

Designations

• Certified Financial Planner

Other Names

• Benjamin Hess