Catherine Elizabeth Jenson
Investment adviser representative at Beacon Pointe Advisors, LLC
12 yearsExperience
3 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
12 years in the industry.
- Beacon Pointe Advisors, LLCOct 2026 to now
- Beacon Pointe Insurance Services, LLCOct 2024 to now
- Beacon Pointe Advisors, LLCOct 2024 to Sep 2026
- Landmark Wealth Management GroupAug 2022 to Oct 2024
- Purshe Kaplan Sterling Investments, Inc.Jul 2020 to Mar 2025
- Thrivent Advisor Network, LLCMay 2020 to Aug 2022
- Thrivent FinancialMar 2015 to Dec 2019
- Thrivent Investment Management IncSep 2014 to Aug 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (MN, 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
- 6372463
- Firm CRD
- 119290