Jonathan Acosta, financial advisor Newport Beach CA
90 score

Jonathan Acosta

CRD Number: 5984521
Current Firm: Beacon Pointe Advisors, LLC

Jonathan Acosta (CRD# 5984521) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Beacon Pointe Advisors, LLC Newport B, CA Feb 2013 - Current 3
Pacific Investment Management Company LLC Newport Beach, CA Sep 2011 - Feb 2013 1
Pimco Investments LLC Newport Beach, CA Sep 2011 - Feb 2013 1
Law Offices Of Benjamin Acosta Jr. San Juan, PR May 2008 - Sep 2011 3
Brass Hawk Solar San Luis Obispbo, CA Oct 2010 - Jan 2011 < 1
Association Of Volleyball Pros. Los Angeles, CA Jan 2007 - Aug 2010 3
Pepperdine University Malibu, CA Aug 2006 - May 2008 1
Univeristy Of Puerto Rico Mayagüez, PR Aug 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Jonathan T. Acosta
Phone Number: 949-718-1600
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,538
    MILLIONS
  • Total Number of Accounts
    5,339
    ACCOUNTS
  • Average Account Value
    $1,411,917
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 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, 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, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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