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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)22 years in industry

BRYAN C. JACKSON

Advisor at BEACON POINTE ADVISORS, LLC

Dallas, TX

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Search this name across graphsid dfx:ria:2bf33b79-5d0a-fe81-6b00-987b54d8ee7d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 2, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BEACON POINTE ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Aug 3, 2012
First registration: Oct 2, 2012
Dual registered: yes, broker-dealer
IAPD individual key: 6109641

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BEACON POINTE ADVISORS, LLC	Independent wealth	Jul 1, 2022	n/a	yes	Dallas, TX	Current employment
BALEFIRE, LLC	Independent wealth	Aug 12, 2016	Apr 8, 2022	no	Dallas, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 1, 2016	May 31, 2022	no	DES MOINES, IA\|DALLAS, TX	Previous registration
HARBOR CAPITAL MANAGEMENT INC	Former SEC adviser	Oct 2, 2012	Sep 15, 2016	no	IRVING, TX\|CHARLOTTE, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	BALEFIRE, LLC	May 31, 2022	Aug 12, 2016	-2,118	Firm change after gap	Other
BALEFIRE, LLC	BEACON POINTE ADVISORS, LLC	Apr 8, 2022	Jul 1, 2022	84	Firm change	RIA to RIA
HARBOR CAPITAL MANAGEMENT INC	LPL FINANCIAL LLC	Sep 15, 2016	Aug 1, 2016	-45	Firm change after gap	Other

Relationships

Registered with (4)

→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: current employment
Jul 1, 2022 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 1, 2016 to May 31, 2022factForm ADV
→ BALEFIRE, LLCRegistered adviserregistration: previous registration
Aug 12, 2016 to Apr 8, 2022factForm ADV
→ HARBOR CAPITAL MANAGEMENT INCRegistered adviserregistration: previous registration
Oct 2, 2012 to Sep 15, 2016factForm ADV

Dated events

Occurred
May 31, 2022
Advisor changed firm
Bryan C. Jackson left Lpl Financial Llc for Balefire, Llc (registered 2016-08-12)
Form ADVobserved 4 days ago
Occurred
Apr 8, 2022
Advisor changed firm
Bryan C. Jackson left Balefire, Llc for Beacon Pointe Advisors, Llc (registered 2022-07-01)
Form ADVobserved 4 days ago