Jared TomsuJared Tomsu, CFP®
Senior Associate Wealth Advisor

Request an Appointment | Office Information

Jared is a Senior Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Jared worked for other Registered Investment Advisors in the Dallas-Fort Worth metroplex, building and developing custom financial plans for clients. Jared graduated from Texas Tech University with a bachelor’s degree in Personal Financial Planning and also holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Outside of the office, Jared enjoys spending time with friends and family, doing anything outdoors, and trying new coffee shops.

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.
Privacy Policy
You have read and agreed to our privacy policy
Required
Loading...