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John Alan Siegel

Investment adviser representative at Beacon Capital, LLC
17 yearsExperience
2 statesRegistered in
$278.3MFirm assets
5 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 assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

17 years in the industry.

  1. Beacon Capital, LLCFeb 2017 to now
  2. Siegel Inc.Feb 2015 to now
  3. Voya Insurance and Annuity CompanyApr 2012 to now
  4. Dc EliteAug 2009 to now
  5. Voya Financial Advisors, Inc.Jan 2015 to Feb 2017
  6. Siegel + Handley RentalsDec 2012 to Aug 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 2 states (IA, TX).

Beacon Capital, LLC

$278.3MAssets managed
629Clients
5Advisers
5 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
6040998
Firm CRD
286316
Advisor's SEC record (opens in a new tab)
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