Jill Broder Steinberg

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

• 10/2006 → 12/2016
  Walden Capital Advisors, Llc
  Bala Cynwyd, PA
• 12/2016 → 03/2020
  Beacon Pointe Wealth Advisors, Llc
  Bala Cynwyd, PA
• 12/2016 → 03/2020
  Beacon Pointe Advisors, Llc
  Bala Cynwyd, PA
• 04/2020 → Present
  Beacon Pointe Advisors, Llc
  Bala Cynwyd, PA

Previous Registrations

• 2017-02-22 → 2020-04-27
  Beacon Pointe Wealth Advisors, Llc
  Bala Cynwyd, PA
  Newport Beach, CA
• 2006-11-16 → 2017-03-29
  Walden Capital Advisors, Llc
  Bala Cynwyd, PA
• 2001-01-17 → 2006-11-09
  Prudent Management Associates
  Philadelphia, PA

Other Businesses

Beacon Pointe Insurance Services, LLC, licensed insurance agent, not investment related, main office: 24 Corporate Plaza Drive, Suite 150, Newport Beach, CA 92660. Sale of insurance products (life and/or accident/health insurance), 2020-Present. 5 hrs/month, all during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-31

Other Names

• Jill Susan Broder