Jackson Miles Dorris

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

• 06/2023 → 08/2023
  Beacon Pointe Advisors, Llc
  Charleston, SC
• 06/2020 → 05/2022
  The Citadel, Military College Of The South
  Charleston, SC
• 02/2016 → 06/2020
  Southside Christian School
  Greenville, SC
• 02/2024 → 02/2026
  Capital Investment Advisors
  Atlanta, GA
• 05/2022 → 02/2024
  Wild Dunes Resort
  Isle Of Palms, SC
• 02/2026 → Present
  Beacon Pointe Advisors, Llc
  Greenville, SC

Previous Registrations

• 2024-06-06 → 2026-02-02
  Capital Investment Advisors, Llc
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-04

Designations

• Certified Financial Planner