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Jeffrey Joseph Moseley

Beacon Pointe Advisors, LLC

Seattle, WA

Newport 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
WA RA APPROVED 2026-07-23
  • WA RA
    APPROVED
    Since 2026-07-23

Branch Locations

5001 25Th Avenue Ne Suite 201E, Seattle, WA 98105 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • 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
Beacon Pointe Advisors, Llc Seattle WA 07/2026 Present
Unemployed Tulsa OK 07/2016 12/2016
Bny Mellon, Na Seattle WA 01/2017 06/2018
Bny Mellon, Na Seattle WA 07/2018 12/2020
Bny Mellon, Na Seattle WA 01/2021 06/2026
  • 07/2026 → Present
    Beacon Pointe Advisors, Llc
    Seattle, WA
  • 07/2016 → 12/2016
    Unemployed
    Tulsa, OK
  • 01/2017 → 06/2018
    Bny Mellon, Na
    Seattle, WA
  • 07/2018 → 12/2020
    Bny Mellon, Na
    Seattle, WA
  • 01/2021 → 06/2026
    Bny Mellon, Na
    Seattle, WA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-09-21
  • S63 Uniform Securities Agent State Law Examination
    2013-09-21
Designations
Other Names
  • Jeffrey Moseley

View on SEC IAPD

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FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
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