CoverProfile

Jonathan Acosta

Partner & Managing Director

Beacon Pointe Advisors

United States, California, Newport Beach

About Me

Jonathan is a Partner of Beacon Pointe Advisors and member of the firm’s Investment Committee. He is responsible for client service and new client development in Beacon Pointe’s Private Client Services Group. Through comprehensive planning and investment management, Jonathan and his team develop customized strategies to help individuals and families meet their financial goals. Prior to joining Beacon Pointe, Jonathan worked at Pacific Investment Management Company (PIMCO), where he helped the firm develop and maintain relationships with consulting firms and clients. As a former practicing attorney, he gained experience in both litigation and transactional matters. He earned his B.A.

View more

Profile Information

Partner & Managing Director

Beacon Pointe Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Newport Beach

California

United States

May 24, 2025

More profiles to browse

Profile Photo
Samuel Mitchell
Senior Wealth Advisor
Profile Photo
Julien Frazzo
Deputy Chief Investment Officer
BM
Bruce Meyer
Partner, Senior Managing Director
SM
Stephen Marshall
Director of Asset Allocation, Investment Research team

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management