Lyman Hood Jackson

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

• 02/2003 → 01/2019
  Insurance Producer
  Natick, MA
• 08/2013 → 03/2026
  Financial Planning Solutions, Llc
  Newton, MA
• 01/2026 → Present
  Beacon Pointe Advisors, Llc
  Newton, MA

Previous Registrations

• 2013-09-03 → 2026-03-27
  Financial Planning Solutions, Llc
  Auburndale, MA
• 2006-01-30 → 2013-09-03
  Jackson Financial Advisors, Inc.
  Newton, MA
• 2004-10-12 → 2008-01-02
  Fsc Securities Corporation
  Auburndale, MA
  Newton, MA

Other Businesses

1. LYMAN HOOD JACKSON; JACKSON PROPERTIES; NON-INVESTMENT RELATED; 7 BAY STATE RD NATICK MA 01760; OWNER; STARTED 06/01/2000; 2 HRS/MTH; 0.5 HRS/MTH DURING ST HOURS; LANDLORD - RENTAL PROPERTY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-08
• S63 Uniform Securities Agent State Law Examination
  1984-06-19

Designations

• Certified Financial Planner

Other Names

• Lyman H Jackson