Jennifer Dewey Kundrot

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

• 05/2014 → 10/2016
  Stumm Financial Services
  Newton Center, MA
• 04/2014 → 05/2022
  Lpl Financial, Llc
  Newton Center, MA
• 10/2016 → 05/2022
  Salem Five Investment Services
  Newton Center, MA
• 05/2022 → 08/2026
  Financially In Tune
  Stoneham, MA
• 05/2026 → Present
  Beacon Pointe Advisors, Llc
  Stoneham, MA

Previous Registrations

• 2022-06-01 → 2026-08-05
  Financially In Tune
  Stoneham, MA
• 2017-09-11 → 2022-05-26
  Lpl Financial Llc
  Salem, MA
  Reading, MA

Other Businesses

(1) Real Estate Rental: Belmont, MA; Non-investment related; Position/Title: Co-owner; Start date: 03/01/2025; 0 HRS/MO during trading hours, 0 HRS/MO spent per month.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-29

Designations

• Certified Financial Planner

Other Names

• Jennifer Faith Dewey