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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 2026-01-20
  • CA RA
    APPROVED
    Since 2026-01-20

Branch Locations

1676 N. California Blvd Suite 200, Walnut Creek, CA 94596 • 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
Litman Gregory Wealth Management, Llc Walnut Creek CA 07/2015 02/2026
Beacon Pointe Advisors, Llc Walnut Creek CA 01/2026 Present
  • 07/2015 → 02/2026
    Litman Gregory Wealth Management, Llc
    Walnut Creek, CA
  • 01/2026 → Present
    Walnut Creek, CA
Previous Registrations
  • 2023-10-12 → 2026-02-26
    Litman Gregory Wealth Management, Llc
    Paris
    Walnut Creek, CA
Designations
Other Names
  • Jared Noland

View on SEC IAPD

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