Julia
Cummings
Beacon Pointe Advisors, LLC
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About this Advisor
Julia Cummings is a financial advisor who works in Los Angeles, California with a total of 5 years of relevant experience. Cummings works at Beacon Pointe Advisors, LLC. Cummings has gained experience at Jpmorgan Chase Bank Na, J.P. Morgan Securities LLC, Adviceperiod, LLC, Beacon Pointe Wealth Advisors, LLC and Beacon Pointe Advisors, LLC. Cummings maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Beacon Pointe Advisors, LLC is a registered investment firm operating out of Newport Beach, CA. The company has offices in 26 locations and a total of 420 financial advisors. It administers $23 billion in total assets across its 42,223 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 85 charities and foundations. Of its 42,223 client accounts, 36% are associated with high-net-worth investors who have more than $1 million in investable assets. Beacon Pointe Advisors, LLC performs a diverse array of services, such as 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. Financial management fees usually are based on the type of financial services. Fee types charged by Beacon Pointe Advisors, LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Pointe Advisors, LLC Brokerage Details
$23,245,734,845
420
42,223
$550,547
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
Julia Cummings Work History
Julia has been registered as a financial advisor for 5 years.*
Beacon Pointe Advisors, LLC
Beacon Pointe Wealth Advisors, LLC
Beacon Pointe Advisors, LLC
Adviceperiod, LLC
Jpmorgan Chase Bank Na
J.P. Morgan Securities LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Julia Cummings 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
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Campbell, CA
Scottsdale, AZ
Denver, CO
Newport Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
