Cody James
Investment adviser representative at Beacon Pointe Advisors, LLC
13 yearsExperience
3 statesRegistered in
CFA, CFP® certificationDesignations
$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
13 years in the industry.
- Beacon Pointe Advisors, LLCMay 2026 to now
- Mai Capital Management, LLCOct 2024 to Apr 2026
- Halpern FinancialSep 2021 to Oct 2024
- Freddie MacJun 2017 to Sep 2021
- University of VirginiaAug 2013 to May 2017
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (NH, TX, 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
- 7524034
- Firm CRD
- 119290