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Jaron Beach

Jaron Beach

POINTER FINANCIAL ADVISORS LLC
Columbia, MD 21044
Some features on this profile are disabled
CRD#: 6876719
Jaron Beach

Professional summary

Jaron Beach, CFP®, who also goes by Jaron Beach, is a registered financial advisor currently at POINTER FINANCIAL ADVISORS LLC located in Columbia, Maryland.

Jaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jaron has worked at 6 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jaron Beach'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®
CFP®

Certified Financial Planner

Start date: 2023

Experience

Current

November 19, 2025 - Present

POINTER FINANCIAL ADVISORS LLC

Office #1: 10500 Little Patuxent Parkway Suite 460, Columbia, MD 21044
RIA
CRD#: 326745
Columbia, MD
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".
PF
POINTER FINANCIAL ADVISORS LLC
POINTER FINANCIAL ADVISORS LLC

CRD#: 326745 / SEC#: 801-128061

RIA
Registered Investment Advisory firm - (5/26/2023 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.

Highlighted states indicate IAR registrations

IAR
Maryland
(11/19/2025)

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

PF
POINTER FINANCIAL ADVISORS LLC
POINTER FINANCIAL ADVISORS LLC

CRD#: 326745 / SEC#: 801-128061

RIA
Registered Investment Advisory firm - (5/26/2023 Approved)
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Contact information

Main Address
10500 Little Patuxent Parkway Suite 460, Columbia, MD 21044
Mailing Address
Phone number
(301) 804-0250
Established
Firm type
Fiscal year end
# of Employees
4

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

POINTER FINANCIAL ADVISORS LLC FORM ADV PART 2A DISCLOSURE BROCHURE (MARCH 2025) (3/14/2025)

Regulatory assets under management

Total Number of Accounts499
AUM (Assets Under Management)$ 139,443,362

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

POINTER FINANCIAL ADVISORS LLC

CRD#: 326745Columbia, MD 21044

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