John Thomas Levi
Investment adviser representative at Beacon Pointe Advisors, LLC
24 yearsExperience
2 statesRegistered in
$54.9BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Beacon Pointe Advisors, LLCOct 2024 to now
- Beacon Pointe Insurance ServicesOct 2024 to now
- Purshe Kaplan Sterling InvestmentsFeb 2021 to Jun 2025
- Thrivent Advisor Network, LLCNov 2020 to Aug 2022
- Thrivent Financial for LutheransJul 2002 to Nov 2020
- Thrivent Investment Management Inc.Jul 2002 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Beacon Pointe Advisors, LLC
$54.9BAssets managed
29,929Clients
470Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2432328
- Firm CRD
- 119290