Best Investors Account Sign in
Inactive

Greggory Jonas Cowan

Beacon Pointe Advisors, LLC

Newport Beach, CA

Claim This Profile
Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • 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
Capital Group Los Angeles CA 12/2013 11/2024
Beacon Pointe Advisors, Llc Newport Beach CA 11/2024 06/2026
Beacon Pointe Advisors, Llc Newport Beach CA 06/2026 Present
Previous Registrations
  • 2014-01-03 → 2024-11-22
    Capital Client Group, Inc.
    Irvine, CA
    Los Angeles, CA
    Long Beach, CA
  • 2013-02-14 → 2013-12-26
    Osaic Fa, Inc.
    Irvine, CA
  • 2012-04-26 → 2013-02-19
    Msi Financial Services, Inc.
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-05
S63 Uniform Securities Agent State Law Examination 2006-03-24
  • S66 Uniform Combined State Law Examination
    2012-03-05
  • S63 Uniform Securities Agent State Law Examination
    2006-03-24
Other Names
  • Gregg Jonas Cowan

View on SEC IAPD

Other Firms

OKAPI CAPITAL, LLC
OCVC, LLC
MIG CAPITAL, LLC
RESEARCH AFFILIATES
PAAMCO PRISMA, LLC
COMPOSITION WEALTH, LLC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna
Rebekah A. Beekie
WILLIAM BENJAMIN SHAPIRO
Austin Mascorro
Bruce Lyle
Philip Pluta

Other Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA
RESEARCH AFFILIATES · NEWPORT BEACH, CA
PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
COMPOSITION WEALTH, LLC · Newport Beach, CA
J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Newport Beach, CA

More in Newport Beach, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor