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JC

Juan Ignacio Creixell

BEACON ADVISORS
AUSTIN, TX
·CRD# 4446798·21 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Juan I Creixell

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

21 years in the financial services industry

Current & Past Employments

BEACON ADVISORS·CRD# 335101
RIA
9011 Mountain Ridge Dr. Suite 200, Austin, TX 78759
September 16, 2025 - Present
CUSTOS FAMILY OFFICE LLC·CRD# 294025
RIA
Austin, TX
December 10, 2020 - September 16, 2025
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Austin, TX
October 1, 2008 - November 18, 2020
J.P. MORGAN SECURITIES INC.·CRD# 18718
BD
Houston, TX
June 6, 2007 - October 1, 2008
JEFFERIES LLC·CRD# 2347
BD
New York, NY
March 23, 2007 - May 8, 2007
COMMERZBANK CAPITAL MARKETS CORP.·CRD# 21787
BD
New York, NY
November 11, 2005 - October 16, 2006
J.P. MORGAN SECURITIES INC.·CRD# 18718
BD
New York, NY
November 12, 2001 - April 30, 2002

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Current Firm

BA
BEACON ADVISORS

BEACON ADVISORS | BEACON ADVISORS HOLDINGS, LLC

CRD#: 335101 / SEC#: 801-132925
RIA
Registered Investment Advisory firm - SEC (6/4/2025 Approved)

Contact Information

Main Address

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

Phone Number

(512) 612-4884

# of Employees

4

SEC notice filing (1 States and Territories)

Registered to provide investment advisory services in 1 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

222

AUM (Assets Under Management)

$459,604,597

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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

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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".
BA
BEACON ADVISORS

BEACON ADVISORS | BEACON ADVISORS HOLDINGS, LLC

CRD#: 335101 / SEC#: 801-132925
RIA
Registered Investment Advisory firm - SEC (6/4/2025 Approved)

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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2006About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2024About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2005About the Series 7 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Jan 2024About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Jan 2024About the Series 9 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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JC
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