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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-01-23
  • MA RA
    APPROVED
    Since 2026-01-23

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

134 Rumford Avenue Suite 203, Newton, MA 02466 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Insurance Producer Natick MA 02/2003 01/2019
Financial Planning Solutions, Llc Newton MA 08/2013 03/2026
Beacon Pointe Advisors, Llc Newton MA 01/2026 Present
  • 02/2003 → 01/2019
    Insurance Producer
    Natick, MA
  • 08/2013 → 03/2026
    Financial Planning Solutions, Llc
    Newton, MA
  • 01/2026 → Present
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-10-08
S63 Uniform Securities Agent State Law Examination 1984-06-19
  • S65 Uniform Investment Adviser Law Examination
    2004-10-08
  • S63 Uniform Securities Agent State Law Examination
    1984-06-19
Designations
Other Names
  • Lyman H Jackson

View on SEC IAPD

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