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Justin Shane Josephs

Beacon Pointe Advisors, LLC

Newport Beach, CA

Bala Cynwyd, PA

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-03-06
  • PA RA
    APPROVED
    Since 2023-03-06

Branch Locations

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

Two Bala Plaza Suite 806, Bala Cynwyd, PA 19004 • 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 Vanguard Group Malvern PA 06/2020 07/2021
Lighthouse Planning Consultants Cherry Hill NJ 08/2019 12/2019
Fox Pool Management Newtown PA 07/2019 08/2019
Tuna Bar Philadelphia PA 05/2019 07/2019
Temple University Rome Rome 01/2019 04/2019
Temple University Philadelphia PA 08/2016 05/2020
Shred One Security Corp. Huntingdon Valley PA 07/2015 08/2017
Cambridge Financial Group Llc Medford NJ 08/2021 07/2022
Beacon Pointe Advisors, Llc Bala Cynwyd PA 08/2022 03/2024
Hornor Townsend & Kent Llc Horsham PA 08/2021 07/2022
Beacon Pointe Advisors, Llc Bala Cynwyd PA 04/2026 Present
Beacon Pointe Advisors, Llc Bala Cynwyd PA 04/2024 03/2026
  • 06/2020 → 07/2021
    The Vanguard Group
    Malvern, PA
  • 08/2019 → 12/2019
    Lighthouse Planning Consultants
    Cherry Hill, NJ
  • 07/2019 → 08/2019
    Fox Pool Management
    Newtown, PA
  • 05/2019 → 07/2019
    Tuna Bar
    Philadelphia, PA
  • 01/2019 → 04/2019
    Temple University Rome
    Rome
  • 08/2016 → 05/2020
    Temple University
    Philadelphia, PA
  • 07/2015 → 08/2017
    Shred One Security Corp.
    Huntingdon Valley, PA
  • 08/2021 → 07/2022
    Cambridge Financial Group Llc
    Medford, NJ
  • 08/2022 → 03/2024
    Beacon Pointe Advisors, Llc
    Bala Cynwyd, PA
  • 08/2021 → 07/2022
    Hornor Townsend & Kent Llc
    Horsham, PA
  • 04/2026 → Present
    Beacon Pointe Advisors, Llc
    Bala Cynwyd, PA
  • 04/2024 → 03/2026
    Beacon Pointe Advisors, Llc
    Bala Cynwyd, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-06
S63 Uniform Securities Agent State Law Examination 2020-09-14
  • S65 Uniform Investment Adviser Law Examination
    2023-03-06
  • S63 Uniform Securities Agent State Law Examination
    2020-09-14
Designations
Other Names
  • Justin Josephs

View on SEC IAPD

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