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

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

May 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Mar 9, 2012

First registration

Nov 18, 2013

Dual registered

no

Other names

JENNIFER LEE BEYL|JENNIFER LEE SCHROEDER|JENNIFER BEYL-LEE

IAPD individual key

5867268

• Occurred

  Nov 14, 2024
  Advisor changed firm

  Jennifer Lee Beyl-Lee left Landmark Wealth Management Group for Beacon Pointe Advisors, Llc (registered 2024-10-30)

  Form ADVobserved 5 days ago
• Occurred

  Aug 15, 2022
  Advisor changed firm

  Jennifer Lee Beyl-Lee left Thrivent Advisor Network, Llc for Landmark Wealth Management Group (registered 2022-08-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cea240e1-879d-56d0-abd2-d3983a16d796

First observed

Nov 18, 2013

Last observed

Sep 14, 2026 6 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.