Jeanette Sonya Ng Urrutia

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

• 02/2013 → 03/2025
  Lpl Financial
  Walnut Creek, CA
• 11/2015 → 03/2025
  Wcg Wealth Advisors, Llc
  Walnut Creek, CA
• 03/2025 → 06/2026
  Beacon Pointe Advisors Llc
  Pleasant Hill, CA
• 03/2025 → 06/2026
  Beacon Pointe Insurance Services Llc
  Pleasant Hill, CA
• 06/2026 → Present
  Beacon Pointe Advisors, Llc
  Walnut Creek, CA
• 06/2026 → Present
  Beacon Pointe Insurance Services, Llc
  Walnut Creek, CA

Previous Registrations

• 2017-09-01 → 2025-04-23
  The Wealth Consulting Group
  Walnut Creek, CA
  Las Vegas, NV
  San Francisco, CA
  Pleasant Hill, CA

Other Businesses

Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 03/2025; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-06
• S63 Uniform Securities Agent State Law Examination
  2015-04-09

Designations

• Certified Financial Planner

Other Names

• Jeanette Sonya Ng
• Jeanette S Ng