Senior Account Services Associate
Jarrett is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. His duties include portfolio maintenance, onboarding of new relationships, database management, and client service. Prior to joining Beacon Pointe, Jarrett worked for Mercer Advisors, an independent RIA based in Colorado. He earned his Bachelor’s degree in Finance with a minor in Entrepreneurship at the University of San Diego, California. In his free time, Jarrett enjoys climbing, writing, and spending time outdoors.