Greg H. Jones
Geen lopende functies
Profiel
Mr. Greg H.
Jones is Vice President at Beacon Pointe Advisors LLC since 2010.
He is responsible for working with Beacon Pointe's Private Client Services Group.
Prior to Beacon Pointe Advisors, Mr. Jones spent six years as a Financial Advisor working with successful individuals, families, and privately held businesses to help them with their overall financial planning and wealth management needs.
Mr. Jones graduated from Emory University with a BA degree in Economics.
He is a Certified Financial Planner professional as well as a Chartered Retirement Planning Counselor as conferred by the College for Financial Planning.
Eerdere bekende functies van Greg H. Jones
| Bedrijven | Functie | Einde |
|---|---|---|
Beacon Pointe Advisors LLC
 Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients. | Verkoop & Marketing | - |
Opleiding van Greg H. Jones
| Emory University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 1 |
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Beacon Pointe Advisors LLC
Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients. | Finance |
