James G Elliott

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

• 02/2018 → 03/2019
  Heller Wealth Advisors, Llc.
  Summit, NJ
• 09/2016 → 02/2018
  Dale Carnegie Nothern Nj
  West Caldwell, NJ
• 03/2016 → 04/2017
  Bestbuy
  East Hanover, NJ
• 04/2019 → 04/2020
  Beacon Pointe Wealth Advisors, Llc
  Summit, NJ
• 04/2019 → 08/2020
  Beacon Pointe Advisors, Llc
  Summit, NJ
• 06/2020 → 06/2022
  Private Advisor Group, Llc
  Morristown, NJ
• 06/2020 → 10/2023
  Bleakley Financial Group, Llc
  Fairfield, NJ
• 10/2023 → Present
  Beacon Pointe Advisors
  Roseland, NJ

Previous Registrations

• 2022-07-07 → 2023-10-09
  Onepoint Bfg Wealth Partners
  Parsippany, NJ
• 2020-06-30 → 2022-07-20
  Private Advisor Group, Llc
  Morristown, NJ
  Fairfield, NJ
• 2019-04-22 → 2020-08-05
  Beacon Pointe Advisors, Llc
  Summitt, NJ
  Newport Beach, CA
• 2019-04-22 → 2020-04-27
  Beacon Pointe Wealth Advisors, Llc
  Summit, NJ
  Newport Beach, CA
• 2018-06-06 → 2019-05-07
  Heller Wealth Advisors, Llc.
  Summit, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-14