Jeffery Wen-Jun Hwang

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

• 02/2009 → 06/2019
  Proequities, Inc
  Greensboro, NC
• 06/2019 → 04/2021
  Dmj Wealth Advisors, Llc
  Greensboro, NC
• 02/2009 → 04/2021
  Dmj Wealth Advisors, Llc
  Greensboro, NC
• 05/2021 → Present
  Beacon Pointe Advisors, Llc
  Greensboro, NC

Previous Registrations

• 2019-06-28 → 2021-05-10
  Dmj Wealth Advisors, Llc
  Greensboro, NC
• 2009-02-24 → 2019-06-28
  Concourse Financial Group Securities, Inc.
  Greensboro, NC
• 2006-09-04 → 2008-12-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greensboro, NC

Other Businesses

1. RIA GOVERNING GROUP FOR SEI RIA COMMUNITY Governing Group, Investment related: No, Oaks, PA, Serving in governing group for SEI & # 039s RIA Community, Responsibilities Duties: Advisory capacity for SEI & # 039s, RIA Community, 2020-05-01, Hours devoted to business during trading hours: 1 2. DMJ Properties, LLC, Partner. Greensboro, NC. Investment related: No. LLC is a real estate company. 11/2020. Hours devoted to business during trading hours: 0 3. DMJ Wilmington Properties, LLC, Partner. Greensboro, NC. Investment related: No. LLC is a real estate company. 11/2020. Hours devoted to business during trading hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2006-09-01

Designations

• Certified Financial Planner

Other Names

• Jeffery Spam Hwang
• Jeffery Wenjun Hwang
• Jeffery Wen Jun Hwang