Justin
Josephs
Beacon Pointe Advisors, LLC
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About this Advisor
Justin Josephs is a financial advisor who works in Bala Cynwyd, Pennsylvania. Josephs is an employee of Beacon Pointe Advisors, LLC. Their career trajectory has included roles at The Vanguard Group, Lighthouse Planning Consultants, Fox Pool Management, Tuna Bar, Temple University Rome, Temple University, Shred One Security Corp, Neshaminy High School, Anne'S Choice Retirement Home, Cambridge Financial Group LLC, Beacon Pointe Advisors, LLC and Hornor Townsend & Kent LLC. Josephs holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania. Beacon Pointe Advisors, LLC is a registered investment company operating out of Newport Beach, CA. The investment advisory business has offices in 26 locations and a total of 420 people on staff. It handles $23 billion in assets between its 42,223 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 85 charities and foundations. Of its 42,223 client accounts, 36% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business provides a broad range 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. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types billed by Beacon Pointe Advisors, LLC likely consist of some blend 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
Justin Josephs Work History
Justin has been registered as a financial advisor for 0 years.*
Beacon Pointe Advisors, LLC
Cambridge Financial Group LLC
Hornor Townsend & Kent LLC
The Vanguard Group
Lighthouse Planning Consultants
Fox Pool Management
Tuna Bar
Temple University Rome
Temple University
Shred One Security Corp
Anne'S Choice Retirement Home
Neshaminy High School
*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 Justin Josephs 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
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
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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