Jeffrey Louis Mantoani
Investment adviser representative at Beacon Pointe Advisors, LLC
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- Beacon Pointe Advisors, LLCApr 2022 to now
- Purshe Kaplan Sterling InvestmentsApr 2022 to Sep 2024
- Securities America AdvisorsAug 2015 to Mar 2022
- Duncan Investment Advisors, IncMar 2011 to Mar 2022
- Securities America, IncApr 2010 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2900990
- Firm CRD
- 119290