Luke Jamison Wood
Investment adviser representative at Beacon Pointe Advisors, LLC
10 yearsExperience
1 stateRegistered in
$54.9BFirm assets
24 yearsFirm in business
Are you Luke Jamison Wood? Claim your profile
Contact this firm
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
10 years in the industry.
- Beacon Pointe Advisors, LLCSep 2026 to now
- Legends BaseballOct 2025 to now
- Verus Specialty InsuranceApr 2025 to Aug 2026
- Axiom Wealth AllianceOct 2024 to Apr 2025
- UnemployedJul 2024 to Oct 2024
- Ma'am SaabMay 2024 to Jul 2024
- College of CharlestonSep 2016 to May 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7991537
- Firm CRD
- 119290