Dylan Cole Simons

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

• 09/2016 → 04/2020
  Jennifer Easley
  Seattle, WA
• 03/2018 → 04/2020
  Kms Financial Services, Inc
  Seattle, WA
• 06/2020 → 10/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 01/2020 → 11/2025
  Lg'S Kitchen Llc
  Medina, WA
• 11/2020 → 02/2026
  Raymond James Financial Services, Inc.
  Bothell, WA
• 11/2020 → 02/2026
  Raymond James Financial Services Advisors, Inc.
  Bothell, WA
• 06/2026 → Present
  Beacon Pointe Advisors, Llc
  Bellevue, WA
• 06/2026 → Present
  Beacon Pointe Insurance Services, Llc
  Bellevue, WA
• 02/2026 → 06/2026
  Extended Travel
  Everett, WA

Previous Registrations

• 2020-11-17 → 2026-02-17
  Raymond James Financial Services Advisors, Inc
  Bothell, WA
• 2020-06-18 → 2020-10-06
  Kms Financial Services, Inc.
  Seattle, WA
• 2018-03-06 → 2020-04-30
  Kms Financial Services, Inc.
  Bainbridge Island, WA
• 2015-06-19 → 2016-09-06
  Wells Fargo Clearing Services, Llc
  Bellevue, WA

Other Businesses

(1) 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: 06/2026; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).

Exams

• S66 Uniform Combined State Law Examination
  2015-06-19
• S63 Uniform Securities Agent State Law Examination
  2014-08-25