Trenton Jolly, financial advisor Los Angeles CA

Trenton Jolly

CRD Number: 6813250
Current Firm: Beacon Pointe Advisors, LLC

Trenton Jolly (CRD# 6813250) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Beacon Pointe Advisors, LLC Los Angeles, CA Apr 2020 - Current < 1
Beacon Pointe Wealth Advisors, LLC Los Angeles, CA Jan 2019 - Mar 2020 1
Beacon Pointe Advisors, LLC Los Angeles, CA Jan 2019 - Mar 2020 1
Unemployed Los Angeles, CA Aug 2018 - Dec 2018 < 1
Stratis Risk Solution Ventura, CA Jun 2018 - Jul 2018 < 1
Owsla Los Angeles, CA Jan 2018 - Jun 2018 < 1
University Of California, Los Angeles Los Angeles, CA Sep 2014 - Jun 2018 3
Wells Fargo Advisors Los Angeles, CA Jun 2017 - Apr 2018 < 1
Morton & Pitalo Fresno, CA Jun 2015 - Sep 2015 < 1
Clovis North High School Fresno, CA Aug 2010 - Jun 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Trenton B. Jolly
Phone Number: 949-718-1600
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,950
    MILLIONS
  • Total Number of Accounts
    18,560
    ACCOUNTS
  • Average Account Value
    $536,083
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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