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.

Current firm

POINTER FINANCIAL 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, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Mar 13, 2019

First registration

May 10, 2023

Dual registered

no

Other names

Jaron Beach|Jaron Beach

IAPD individual key

6876719

• Occurred

  Oct 30, 2025
  Advisor changed firm

  Jaron Beach left Canter Wealth for Pointer Financial Advisors Llc (registered 2025-11-19)

  Form ADVobserved 6 days ago
• Occurred

  Jan 17, 2024
  Advisor changed firm

  Jaron Beach left Cetera Investment Advisers Llc for Canter Wealth (registered 2024-02-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:36976fbc-5cc7-c86e-b95e-519eab60dcb0

First observed

May 10, 2023

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.