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Jonathan Savorgiannakis

Beacon Pointe Advisors, LLC

Summit, NJ

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
NJ RA APPROVED 2021-04-29
  • NJ RA
    APPROVED
    Since 2021-04-29

Branch Locations

47 Maple Street Suite 306,, Summit, NJ 07901 • 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
Hightower Securities Llc New York NY 05/2018 10/2018
Wells Fargo Advisors New York NY 03/2017 08/2017
Fordham University New York NY 08/2014 05/2018
Unemployed Westfield NJ 11/2018 03/2019
Axa Advisors, Llc New York NY 04/2019 06/2020
Equitable Advisors, Llc New York NY 04/2019 01/2021
Beacon Pointe Advisors, Llc Summit NJ 01/2021 04/2023
Beacon Pointe Insurance Services, Llc Summit NJ 01/2021 Present
Beacon Pointe Advisors, Llc Summit NJ 04/2023 03/2026
Beacon Pointe Advisors, Llc Summit NJ 04/2026 Present
  • 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
    New York, NY
  • 01/2021 → 04/2023
    Summit, NJ
  • 01/2021 → Present
    Beacon Pointe Insurance Services, Llc
    Summit, NJ
  • 04/2023 → 03/2026
    Summit, NJ
  • 04/2026 → Present
    Summit, NJ
Previous Registrations
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
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-16
  • S66 Uniform Combined State Law Examination
    2019-09-16
Designations
Other Names
  • Jon Savorgiannakis

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