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Greggory Jonas Cowan

Beacon Pointe Advisors, LLC

Newport Beach, CA

CRD 5026652

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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:

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

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OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
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MIG CAPITAL, LLC · NEWPORT BEACH, CA

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