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.

Jonathan Acosta
Partner & Managing Director
Beacon Pointe Advisors
United States, California, Newport Beach
About Me
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
FM
Flynn Mcdonnell
Principal, Senior Wealth Advisor
James Davenport
Managing Director, Partner
John Gray
Chief Financial Officer
MF
Mark Flint
Partner, Managing Director
You Might Like
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
DH
Dennis Hanson
Principal
Jamison Hanson
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale