Brooke JessBrooke H. Jess, CFP®
Director of Operations

Brooke Jess is the Director of Client Services at Beacon Pointe Advisors (BPA) Arizona and is responsible for oversight of client services and investment operations. Brooke brings over 14 years of experience in financial services and wealth management and holds the Certified Financial Planner™ (CFP®) certification. Prior to joining BPA she worked at Versant Capital Management, Inc., GenSpring Family Offices (formerly Inlign Wealth Management, LLC), and FBR Investment Management, Inc. Her previous roles included various operations functions such as account administration processes, creation and implementation of portfolios, trading, as well as staff training and development. Brooke received her Bachelor’s degree from Arizona State University. She is married and lives with her husband and three dogs in Phoenix, AZ. She enjoys cooking, traveling, and spending time with her family and friends.


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.