Justin Shane Josephs

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2023-03-06
• S63 Uniform Securities Agent State Law Examination
  2020-09-14

Designations

• Certified Financial Planner

Other Names

• Justin Josephs