Justin
Josephs
Beacon Pointe Advisors, LLC
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About this Advisor
Justin Josephs is a financial advisor based in Bala Cynwyd, Pennsylvania, working with Beacon Pointe Advisors, LLC. Justin has previously held positions 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. Justin has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, Justin is part of Beacon Pointe Advisors, LLC, which operates out of Bala Cynwyd, Pennsylvania. 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
Justin Josephs Work History
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
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
Waltham, MA
Scottsdale, AZ
Charlotte, NC
Newport Beach, CA
Scottsdale, AZ
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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