Trevor Jackson
Reporting Associate

Contact Me

As a Reporting Associate at Beacon Pointe, Trevor has a passion for problem-solving and working with financial data and is responsible for supporting the integration and operations teams to provide data reporting assistance. His duties include maintaining the firm’s data for performance reporting, providing internal support, and integrating external reporting/CRM systems following new office acquisitions. Trevor holds a bachelor’s degree in communications and business from the University of Colorado Boulder and a master’s degree in management from Durham University Business School. Prior to joining Beacon Pointe, Trevor worked as a Financial Advisor at Wells Fargo Advisors, served on the Trading Desk at Charles Schwab, and interned at Scottrade, Inc. during his senior year of college. Trevor is currently a goalie and defensive coach for the Huntington Beach High School lacrosse team, and outside of work, he likes to snowboard, golf, or play recreational hockey.