Jonathan E. Shumate
Investment adviser representative at Beacon Pointe Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$54.9BFirm assets
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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
10 years in the industry.
- Beacon Pointe Advisors, LLCFeb 2022 to now
- Altavista Wealth ManagementNov 2016 to Jan 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
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
- 4130624
- Firm CRD
- 119290