Trevor J 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

• 06/2019 → 07/2021
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 08/2017 → 04/2018
  Wilmslow Lacrosse Club
  Wilmslow
• 06/2017 → 08/2017
  Jackson Wealth Management
  Seal Beach, CA
• 04/2016 → 08/2016
  Boulder Country Club
  Denver, CO
• 08/2016 → 05/2017
  University Of Colorado
  Boulder, CO
• 11/2016 → 06/2017
  Scottrade
  Boulder, CO
• 08/2018 → 04/2019
  Nudo Sushi Box
  Durham
• 08/2015 → 06/2016
  University Of Colorado
  Boulder, CO
• 06/2017 → 08/2017
  Boulder Country Club
  Boulder, CO
• 04/2018 → 08/2018
  Unemployed
  Glasgow
• 04/2019 → 05/2019
  Unemployed
  Durham
• 05/2019 → 05/2019
  Unemployed
  Huntington Beach, CA
• 05/2019 → 06/2019
  Unemployed
  Castle Rock, CO
• 07/2021 → 10/2024
  Wells Fargo Clearing Services, Llc
  Seal Beach, CA
• 08/2025 → Present
  Beacon Pointe Advisors, Llc
  Newport Beach, CA
• 10/2024 → 09/2025
  Unemployed
  Huntington Beach, Ca, CA

Previous Registrations

• 2021-09-08 → 2024-11-05
  Wells Fargo Clearing Services, Llc
  Seal Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-08-11
• S63 Uniform Securities Agent State Law Examination
  2020-01-10

Other Names

• Trevor Joseph Jackson