Justin Shane Josephs
Investment adviser representative at Beacon Pointe Advisors, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Beacon Pointe Advisors, LLCApr 2026 to now
- Beacon Pointe Advisors, LLCApr 2024 to Mar 2026
- Beacon Pointe Advisors, LLCAug 2022 to Mar 2024
- Cambridge Financial Group LLCAug 2021 to Jul 2022
- Hornor Townsend & Kent LLCAug 2021 to Jul 2022
- The Vanguard GroupJun 2020 to Jul 2021
- Lighthouse Planning ConsultantsAug 2019 to Dec 2019
- Fox Pool ManagementJul 2019 to Aug 2019
- Tuna BarMay 2019 to Jul 2019
- Temple University RomeJan 2019 to Apr 2019
- Temple UniversityAug 2016 to May 2020
- Shred One Security Corp.Jul 2015 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7056593
- Firm CRD
- 119290