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Jesse Christopher Lazar

Beacon Pointe Advisors, LLC

Akron, OH

Newport Beach, CA

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-07-22
  • OH RA
    APPROVED
    Since 2025-07-22

Branch Locations

3677 Embassy Parkway, Akron, OH 44333 • United States

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
The Jentner Corporation Akron OH 01/2015 12/2022
The Jentner Corporation Akron OH 01/2023 06/2025
Beacon Pointe Advisors, Llc Akron OH 07/2025 Present
  • 01/2015 → 12/2022
    The Jentner Corporation
    Akron, OH
  • 01/2023 → 06/2025
    The Jentner Corporation
    Akron, OH
  • 07/2025 → Present
    Beacon Pointe Advisors, Llc
    Akron, OH
Previous Registrations
  • 2024-03-18 → 2025-07-25
    Jentner Wealth Management
    Akron, OH
Designations

View on SEC IAPD

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