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Jaron Beach

Jaron Beach

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CRD#: 6876719
Jaron Beach

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.

Jaron Beach, CFP®, who also goes by Jaron Beach, was a registered financial professional .

Jaron is a previously registered financial professional and started their career in finance in 2018. Jaron had worked at 5 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jaron Beach

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. DOMAIN PLACEHOLDER FOR WEBSITE BCFINANCAILPLANNERS.COM

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®
CFP®

Certified Financial Planner

Start date: 2023

Experience

Past

February 2, 2024 - October 30, 2025

CANTER WEALTH

RIA
CRD#: 167828
LA JOLLA, CA
Past

May 10, 2023 - January 17, 2024

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
SAN DIEGO, CA
Past

April 4, 2023 - January 17, 2024

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
SAN DIEGO, CA
Past

November 10, 2021 - January 11, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
LA JOLLA, CA
Past

October 30, 2020 - September 30, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA
Past

November 21, 2018 - September 24, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
LA JOLLA, CA

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".
CW
CANTER WEALTH
CANTER PRIVATE WEALTH MANAGEMENT | TAX & RETIREMENT EDUCATION | D/B/A CANTER WEALTH | CANTER WEALTH | CANTER STRATEGIC WEALTH MANAGEMENT, LLC

CRD#: 167828 / SEC#: 801-117802

RIA
Registered Investment Advisory firm - (12/17/2019 Approved)
California
Registered Investment Advisory firm - (2/13/2021 Terminated)
Texas
Registered Investment Advisory firm - (1/14/2021 Terminated)

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.

Exams

State Security Law Exam
RR
Series 63
Date: 3/13/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/26/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/22/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 11/21/2018
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CW
CANTER WEALTH
CANTER PRIVATE WEALTH MANAGEMENT | TAX & RETIREMENT EDUCATION | D/B/A CANTER WEALTH | CANTER WEALTH | CANTER STRATEGIC WEALTH MANAGEMENT, LLC

CRD#: 167828 / SEC#: 801-117802

RIA
Registered Investment Advisory firm - (12/17/2019 Approved)
California
Registered Investment Advisory firm - (2/13/2021 Terminated)
Texas
Registered Investment Advisory firm - (1/14/2021 Terminated)
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Contact information

Main Address
7825 Fay Avenue Suite 140, La Jolla, CA 92037
Mailing Address
Phone number
(858) 812-7550
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CANTER WEALTH - FORM ADV 2A (5/20/2025)

Regulatory assets under management

Total Number of Accounts258
AUM (Assets Under Management)$ 275,846,754

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.

Company Information

CANTER WEALTH

CRD#: 167828

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