Jonas Rapport
Client Service Associate
Jonas Rapport is a member of the Beacon Pointe Client Service Department in the Campbell, CA office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. With experience in the energy, banking, and private capital sectors, Jonas enjoys studying derivative trading and alternative investments. Originally from Oakland, California, he enjoys watching baseball, reading, and spending time with family.
