Jacob Martin

Jacob serves as a Senior Associate of Firm Operations at Beacon Pointe. In this role, he supports core business functions and plays an integral role in advancing policies, optimizing operational processes, and supporting project management efforts. Jacob brings more than six years of financial services experience, specializing in advisor transitions, operational support, and custodial platforms. His background includes leading onboarding initiatives, developing training resources, and supporting advisors across Schwab, Fidelity, and Pershing.