Jacob
Heisler
Beacon Pointe Advisors, LLC
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About this Advisor
Jacob Heisler is a financial advisor based in Scottsdale, Arizona, working with Beacon Pointe Advisors, LLC. Jacob has previously held positions at Grand Canyon University, Barnes Investment Advisory, Versant Capital Management, and Beacon Pointe Advisors, LLC. Jacob has passed the Series 65 regulatory exam and is registered to provide services in Arizona. Currently, Jacob is part of Beacon Pointe Advisors, LLC, which operates out of Scottsdale, Arizona. The firm has 26 offices and 500 employees. The firm manages assets totaling $31.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Beacon Pointe Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Beacon Pointe Advisors, LLC Brokerage Details
$31,279,960,486
500
47,098
$664,146
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jacob Heisler Work History
Beacon Pointe Advisors, LLC
Beacon Pointe Advisors, LLC
Beacon Pointe Advisors, LLC
Versant Capital Management
Grand Canyon University
Barnes Investment Advisory
Grand Canyon University
Disclosures
Please visit the SEC profile of Jacob Heisler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Beacon Pointe Advisors, LLC
Newport Beach, CA
Scottsdale, AZ
Charlotte, NC
Scottsdale, AZ
Winter Park, FL
Newport Beach, CA
Newport Beach, CA
Summit, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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