Trenton Jolly (CRD# 6813250) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Los Angeles, CA and has over 4 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Pointe Advisors, LLC | Los Angeles, CA | Apr 2020 - Current | 4 |
| 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 |
- CA
-
Total Assets Under Management31,280MILLIONS
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Total Number of Accounts47,098ACCOUNTS
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Average Account Value$664,146
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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