Jen Steele
Senior Billing Specialist

Contact Me

Jen is a member of the Finance & Accounting Department at Beacon Pointe Advisors. She is responsible for account audits, revenue reporting, and client billing across all Beacon Pointe offices located throughout the country. Prior to joining Beacon Pointe, Jen worked as an analyst in the health insurance industry before transitioning to accounting roles in tech startups and waste management. Outside of the office, Jen enjoys volunteering, going to concerts, watching football and spending time with friends and family.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...