Javier Marroquin forcade
Investment adviser representative at Beacon Capital Management, LLC
11 yearsExperience
1 stateRegistered in
$1.3BFirm assets
11 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Beacon Capital Management, LLCJun 2023 to now
- Kestra Investment Services, LLCApr 2021 to May 2023
- Carr, Riggs & IngramJan 2019 to Apr 2021
- Associated Bookkeeping & Tax ServiceAug 2018 to Dec 2018
- Eliza Coffee Memorial HospitalMay 2018 to Jul 2018
- Spring Hill CollegeAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TN).
Beacon Capital Management, LLC
$1.3BAssets managed
2,098Clients
18Advisers
11 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
- 7362378
- Firm CRD
- 156228