Juan I. Creixell

BEACON ADVISORS

AUSTIN, TX 78759

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CRD#: 4446798

Professional summary

Juan Ignacio Creixell, who also goes by Juan I Creixell, is a registered financial advisor currently at BEACON ADVISORS located in Austin, Texas.

Juan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Juan has worked at 6 firms and has passed the Series 63, Series 7TO, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Juan I Creixell

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.

1) SilverBox Engaged Corp Investment related: Yes Address: 1250 S. Capital of Texas Highway Building 2, Suite 285 Austin, TX 78735 Position/Title/Relationship: Director Start Date: 2/2022 Nature of Business: Personal Investment Approximate # of hours: 1/ mo. Approximate # of hours during trading hours: 1/ mo. Duties: Acquisitions/merger company that issues SPAC as a public company. Role of Board is to ensure executive team is identifying appropriate private companies and following due diligence. As Director, Mr. Creixell is included in the acquisition process. Any securities that are made public will be fully restricted for all advisory client accounts. 2) St. Louise House; non-investment related; Austin, TX; Charity; Volunteer; Board Member; 08/2021; 2 hrs per qtr; 0 hours during trading hours; advises the Executive Director as a general board member and serves on the finance committee (does not have control over accou 3) Seton Ascension Texas Finance Committee Investment related: Yes Address: 1345 Austin, TX https://www.seton.net/ Nature of the other business: Seton Ascension System is a non-profit healthcare organization that owns and operates hospitals. General advisory capacity only - no check writing authority Position/Title/Relationship: Other Start Date: 05-Sep-2017 Approximate # of hours a month: 1 or 2 hours a quarter Approximate # of hours during securities trading hours: 1 per quarter Briefly describe your duties: Committee Member

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Juan Ignacio Creixell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

None

Experience

Current

September 16, 2025 - Present

BEACON ADVISORS

Office #1: 9011 Mountain Ridge Dr. Suite 200, Austin, TX 78759

RIA

CRD#: 335101

AUSTIN, TX

Past

December 10, 2020 - September 16, 2025

CUSTOS FAMILY OFFICE LLC

RIA

CRD#: 294025

Austin, TX

Past

October 1, 2008 - November 18, 2020

J.P. MORGAN SECURITIES LLC

CRD#: 79

Austin, TX

Past

June 6, 2007 - October 1, 2008

J.P. MORGAN SECURITIES INC.

CRD#: 18718

HOUSTON, TX

Past

March 23, 2007 - May 8, 2007

JEFFERIES LLC

CRD#: 2347

NEW YORK, NY

Past

November 11, 2005 - October 16, 2006

COMMERZBANK CAPITAL MARKETS CORP.

CRD#: 21787

NEW YORK, NY

Past

November 12, 2001 - April 30, 2002

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(9/16/2025)

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

Series 63

Date: 4/18/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/22/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/10/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 1/22/2024

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/22/2024

General Securities Sales Supervisor - Options Module Examination

Current Firm

BEACON ADVISORS

BEACON ADVISORS | BEACON ADVISORS HOLDINGS, LLC

CRD#: 335101 / SEC#: 801-132925

RIA

Registered Investment Advisory firm - (6/4/2025 120-Day Approval)

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Contact information

Main Address

9011 Mountain Ridge Dr. Suite 200, Austin, TX 78759

Mailing Address

Phone number

(512) 612-4884

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEACON ADVISORS HOLDINGS, LLC ADV PART 2A FIRM BROCHURE (9/25/2025)

BEACON ADVISORS HOLDINGS, LLC ADV PART 2 WRAP FEE BROCHURE (9/16/2025)

Regulatory assets under management

Total Number of Accounts	117
AUM (Assets Under Management)	$ 256,729,051

Red Flags

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

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Juan I. Creixell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Juan Ignacio Creixell's CRS (Customer Relationship Summary).

Certified licenses

Experience

CUSTOS FAMILY OFFICE LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES INC.

JEFFERIES LLC

COMMERZBANK CAPITAL MARKETS CORP.

J.P. MORGAN SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/18/2006

Series 7TO

Date: 1/22/2024

SIE

Date: 10/1/2018

Series 7

Date: 11/10/2005

Series 10

Date: 1/22/2024

Series 9

Date: 1/22/2024

Current Firm

BEACON ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEACON ADVISORS

TRUST BUT VERIFY

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