Jennifer Lake Dawson
Investment adviser representative at Beacon Pointe Advisors, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$54.9BFirm assets
Are you Jennifer Lake Dawson? Claim your profile
Contact this firm
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
19 years in the industry.
- Beacon Pointe Advisors, LLCNov 2025 to now
- Hemington Wealth ManagementApr 2017 to Nov 2025
- Balasa Dinverno Foltz LLCJul 2007 to Apr 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 5139646
- Firm CRD
- 119290