Jonathan Savorgiannakis

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

• 05/2018 → 10/2018
  Hightower Securities Llc
  New York, NY
• 03/2017 → 08/2017
  Wells Fargo Advisors
  New York, NY
• 08/2014 → 05/2018
  Fordham University
  New York, NY
• 11/2018 → 03/2019
  Unemployed
  Westfield, NJ
• 04/2019 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 04/2019 → 01/2021
  Equitable Advisors, Llc
  New York, NY
• 01/2021 → 04/2023
  Beacon Pointe Advisors, Llc
  Summit, NJ
• 01/2021 → Present
  Beacon Pointe Insurance Services, Llc
  Summit, NJ
• 04/2023 → 03/2026
  Beacon Pointe Advisors, Llc
  Summit, NJ
• 04/2026 → Present
  Beacon Pointe Advisors, Llc
  Summit, NJ

Previous Registrations

• 2019-09-27 → 2021-01-19
  Equitable Advisors, Llc
  Morristown, NJ

Other Businesses

the name of the other business: Beacon Pointe Insurance Services, LLC whether the business is investment-related: No the address of the other business: Main office located at 24 Corporate Plaza Dr., Suite 150, Newport Beach, CA 92660 the nature of the other business; Life, Health/Accident Insurance Sales your position; Agent title, or relationship with the other business: Licensed Insurance Agent w/ affiliated Insurance Agency the start date of your relationship; 01/2021 the approximate number of hours/month you devote to the other business; Approximately 10hrs/Mo the number of hours you devote to the other business during securities trading hours; Approximately 10hrs/Mo and briefly describe your duties relating to the other business; Sale of life/health/accident insurance

Exams

• S66 Uniform Combined State Law Examination
  2019-09-16

Designations

• Certified Financial Planner

Other Names

• Jon Savorgiannakis