Jonathan
Savorgiannakis
Beacon Pointe Advisors, LLC
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About this Advisor
Jonathan Savorgiannakis is a financial advisor based in Summit, New Jersey, working with Beacon Pointe Advisors, LLC. Jonathan has previously held positions at Hightower Securities LLC, Wells Fargo Advisors, 21st Century Fox, Fordham University, Westfield High School, AXA Advisors, LLC, Equitable Advisors, LLC, Beacon Pointe Advisors, LLC, and Beacon Pointe Insurance Services, LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Jonathan is part of Beacon Pointe Advisors, LLC, which operates out of Summit, New Jersey. 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
Jonathan Savorgiannakis Work History
Beacon Pointe Advisors, LLC
Beacon Pointe Insurance Services, LLC
Beacon Pointe Advisors, LLC
Axa Advisors, LLC
Equitable Advisors, LLC
Hightower Securities LLC
Wells Fargo Advisors
21St Century Fox
Fordham University
Westfield High School
Disclosures
Please visit the SEC profile of Jonathan Savorgiannakis 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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