Patrick Stephen Bradford

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

• 05/2017 → 08/2019
  Chicago Sport And Social Club
  Chicago, IL
• 09/2017 → 02/2020
  Pipeline Volleyball Club
  Shaumburd, IL
• 11/2020 → 10/2024
  Jmg Financial Group
  Downers Grove, IL
• 11/2015 → 04/2017
  Student
  Chicago, IL
• 02/2020 → 05/2020
  Student
  River Forest, IL
• 06/2020 → 10/2020
  Mod Volleyball Club
  Chicago, IL
• 11/2024 → 02/2025
  Unemployed
  Chicago, IL
• 03/2025 → 11/2025
  Hemington Wealth Management
  Chicago, IL
• 11/2025 → Present
  Beacon Pointe Advisors, Llc
  Chicago, IL

Designations

• Certified Financial Planner