Jon Eric Van Wieren, CFP | Financial Professional

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jon Eric Van Wieren, CFP®, who also goes by Jon Eric Vanwieren, was a registered financial professional .

Jon is a previously registered financial professional and started their career in finance in 1998. Jon had worked at 10 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

No

Aliases

Jon Eric Vanwieren

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

BD

CRD#: 25401

BALTIMORE, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BW

BEAM WEALTH ADVISORS, INC.

CRD#: 109867 / SEC#: 801-60334

RIA

Registered Investment Advisory firm - (6/22/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/5/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

RR

Series 63

Date: 6/2/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

Series 7

Date: 6/11/1998

General Securities Representative Examination

Current Firm

BW

BEAM WEALTH ADVISORS, INC.

CRD#: 109867 / SEC#: 801-60334

RIA

Registered Investment Advisory firm - (6/22/2001 Approved)

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Contact information

Main Address

72096 Ramos Avenue Suite D, Covington, LA 70433

Mailing Address

Phone number

(985) 893-1440

Established

Firm type

Fiscal year end

# of Employees

17

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEAM BWA BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	5,006
AUM (Assets Under Management)	$ 1,314,316,357

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jon E. Van Wieren

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BENEDETTI, GUCER & ASSOCIATES

VAN WIEREN FINANCIAL GROUP, INC.

CPC ADVISORS, LLC

LAKE STREET ADVISORS, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

VAN WIEREN FINANCIAL GROUP, INC.

HENSSLER FINANCIAL

CITCO MUTUAL FUND DISTRIBUTORS, INC.

INCAP SECURITIES, INC.

Primary Firm SEC Registration

BEAM WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/5/2021

Series 63

Date: 6/2/1998

Series 7

Date: 6/11/1998

Current Firm

BEAM WEALTH ADVISORS, INC.

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEAM WEALTH ADVISORS, INC.

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