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James G Elliott

Beacon Pointe Advisors, LLC

Newport Beach, CA

Portsmouth, NH

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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 2025-12-09
NH RA APPROVED 2025-03-10
  • NJ RA
    APPROVED
    Since 2025-12-09
  • NH RA
    APPROVED
    Since 2025-03-10

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Portsmouth, NH • 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
Heller Wealth Advisors, Llc. Summit NJ 02/2018 03/2019
Dale Carnegie Nothern Nj West Caldwell NJ 09/2016 02/2018
Bestbuy East Hanover NJ 03/2016 04/2017
Beacon Pointe Wealth Advisors, Llc Summit NJ 04/2019 04/2020
Beacon Pointe Advisors, Llc Summit NJ 04/2019 08/2020
Private Advisor Group, Llc Morristown NJ 06/2020 06/2022
Bleakley Financial Group, Llc Fairfield NJ 06/2020 10/2023
Beacon Pointe Advisors Roseland NJ 10/2023 Present
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-14
  • S65 Uniform Investment Adviser Law Examination
    2018-05-14

View on SEC IAPD

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