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Inactive

Trevor J Jackson

Beacon Pointe Advisors, LLC

Newport Beach, CA

Huntington Beach, CA

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-22
  • CA RA
    APPROVED
    Since 2025-09-22

Branch Locations

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

Huntington Beach, CA • 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
Charles Schwab & Co., Inc. Lone Tree CO 06/2019 07/2021
Wilmslow Lacrosse Club Wilmslow 08/2017 04/2018
Jackson Wealth Management Seal Beach CA 06/2017 08/2017
Boulder Country Club Denver CO 04/2016 08/2016
University Of Colorado Boulder CO 08/2016 05/2017
Scottrade Boulder CO 11/2016 06/2017
Nudo Sushi Box Durham 08/2018 04/2019
University Of Colorado Boulder CO 08/2015 06/2016
Boulder Country Club Boulder CO 06/2017 08/2017
Unemployed Glasgow 04/2018 08/2018
Unemployed Durham 04/2019 05/2019
Unemployed Huntington Beach CA 05/2019 05/2019
Unemployed Castle Rock CO 05/2019 06/2019
Wells Fargo Clearing Services, Llc Seal Beach CA 07/2021 10/2024
Beacon Pointe Advisors, Llc Newport Beach CA 08/2025 Present
Unemployed Huntington Beach, Ca CA 10/2024 09/2025
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-11
S63 Uniform Securities Agent State Law Examination 2020-01-10
  • S66 Uniform Combined State Law Examination
    2021-08-11
  • S63 Uniform Securities Agent State Law Examination
    2020-01-10
Other Names
  • Trevor Joseph Jackson

View on SEC IAPD

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