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Trenton Benjamin Jolly

Beacon Pointe Advisors, LLC

Los Angeles, CA

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
CA RA APPROVED 2019-05-31
  • CA RA
    APPROVED
    Since 2019-05-31

Branch Locations

11601 Wilshire Boulevard Suite 1950, Los Angeles, CA 90025 • 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 Wealth Advisors, Llc Los Angeles CA 01/2019 03/2020
Beacon Pointe Advisors, Llc Los Angeles CA 05/2019 03/2020
Stratis Risk Solution Ventura CA 06/2018 07/2018
Owsla Los Angeles CA 01/2018 06/2018
Wells Fargo Advisors Los Angeles CA 06/2017 04/2018
Unemployed Los Angeles CA 08/2018 12/2018
University Of California, Los Angeles Los Angeles CA 09/2014 06/2018
Beacon Pointe Advisors, Llc Los Angeles CA 04/2020 04/2024
Beacon Pointe Advisors, Llc Los Angeles CA 04/2024 Present
  • 01/2019 → 03/2020
    Beacon Pointe Wealth Advisors, Llc
    Los Angeles, CA
  • 05/2019 → 03/2020
    Beacon Pointe Advisors, Llc
    Los Angeles, CA
  • 06/2018 → 07/2018
    Stratis Risk Solution
    Ventura, CA
  • 01/2018 → 06/2018
    Owsla
    Los Angeles, CA
  • 06/2017 → 04/2018
    Wells Fargo Advisors
    Los Angeles, CA
  • 08/2018 → 12/2018
    Unemployed
    Los Angeles, CA
  • 09/2014 → 06/2018
    University Of California, Los Angeles
    Los Angeles, CA
  • 04/2020 → 04/2024
    Beacon Pointe Advisors, Llc
    Los Angeles, CA
  • 04/2024 → Present
    Beacon Pointe Advisors, Llc
    Los Angeles, CA
Previous Registrations
  • 2019-05-31 → 2020-04-27
    Beacon Pointe Wealth Advisors, Llc
    Los Angeles, CA
    Newport Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-31
  • S65 Uniform Investment Adviser Law Examination
    2019-05-31
Other Names
  • Trent Jolly
  • Trenton Jolly

View on SEC IAPD

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