Jack Robert Mcnamara

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

• 06/2015 → 07/2018
  Rolling Stone Ranch Golf Club
  Steamboat Springs, CO
• 05/2019 → 06/2020
  Willingers Golf Club
  Northfield, MN
• 07/2020 → 06/2023
  Landmark Wealth Management Group
  Lake Elmo, MN
• 11/2014 → 02/2017
  Usa Hockey
  Steamboat Springs, CO
• 05/2014 → 07/2017
  Steamboat Little League Baseball
  Steamboat Springs, CO
• 08/2018 → 05/2022
  St. Olaf College
  Northfield, MN
• 06/2023 → 10/2024
  Landmark Wealth Management Group
  Lake Elmo, MN
• 10/2024 → Present
  Beacon Pointe Advisors, Llc
  Lake Elmo, MN
• 10/2024 → Present
  Beacon Pointe Insurance Services, Llc
  Lake Elmo, MN

Previous Registrations

• 2022-11-21 → 2024-11-14
  Landmark Wealth Management Group
  Lake Elmo, MN

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: 10/2024; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-21

Designations

• Certified Financial Planner

Other Names

• Jack Mcnamara