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Jack Thomas, Cfp® Email & Phone Number

Wealth Advisor at Beacon Pointe at Beacon Pointe
Location: Scottsdale, Arizona, United States 5 work roles 2 schools
1 work email found @beaconpointe.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@beaconpointe.com
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Current company
Beacon Pointe
Role
Wealth Advisor at Beacon Pointe
Location
Scottsdale, Arizona, United States
Company size
186 employees

Who is Jack Thomas, Cfp®? Overview

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Quick answer

Jack Thomas, Cfp® is listed as Wealth Advisor at Beacon Pointe at Beacon Pointe, a with 186 employees, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at beaconpointe.com and a matched LinkedIn profile for Jack Thomas, Cfp®.

Jack Thomas, Cfp® previously worked as Wealth Advisor at Beacon Pointe and Senior Associate Wealth Advisor at Beacon Pointe. Jack Thomas, Cfp® holds Financial Planning And Services from University Of Richmond.

Company email context

Email format at Beacon Pointe

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*@beaconpointe.com
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Profile bio

About Jack Thomas, Cfp®

Jack is a Wealth Advisor in Beacon Pointe’s Scottsdale office. With an expertise in portfolio management and financial planning, Jack provides customized solutions that are tailored to each client’s specific financial goals. Prior to joining Beacon Pointe, Jack worked at Silvercrest Asset Management Group as a Portfolio Analyst. Jack earned his bachelor’s degree in Economics from Wofford College where he was a member of the Division I tennis team. Jack holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Outside of the office, he enjoys golfing, tennis, and spending time with his wife and dog.

Listed skills include Microsoft Powerpoint, Microsoft Excel, Microsoft Word, Time Management, and 3 others.

Current workplace

Jack Thomas, Cfp®'s current company

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Beacon Pointe
Beacon Pointe
Wealth Advisor at Beacon Pointe
newport beach, california, united states
Website
beaconpointe.com
Employees
186
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Company profile
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5 roles

Jack Thomas, Cfp® work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Current
Beacon Pointe

Scottsdale, Arizona, United States

Apr 2024 - Present

Senior Associate Wealth Advisor

Beacon Pointe

Scottsdale, Arizona, United States

Apr 2023 - Apr 2024

Associate Wealth Advisor

Beacon Pointe

Scottsdale, Arizona, United States

Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Through our allWEALTH® approach, we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth and help clients align their wealth to what matters most.

Apr 2021 - Apr 2023

Curriculum & Learning Experience Intern

Cfa Institute

Charlottesville, Virginia Area

May 2017 - Aug 2017
Team & coworkers

Colleagues at Beacon Pointe

Other employees you can reach at beaconpointe.com. View company contacts for 186 employees →

MF Mark Flint, Cfa Mark Flint, Cfa Colleague at Beacon PointeSan Diego, California, United States View → ZG Zachary Guffy Zachary Guffy Colleague at Beacon PointeGreater Phoenix Area, United States View → JF Jordan Freund Jordan Freund Colleague at Beacon PointeNewport Beach, California, United States View → LR Leslie Reynoso, Cfa® Leslie Reynoso, Cfa® Colleague at Beacon PointeDallas-Fort Worth Metroplex, United States View → QP Quintin Pile, Cpa, Cfp® Quintin Pile, Cpa, Cfp® Colleague at Beacon PointeGreenville, South Carolina, United States View → FM Flynn Mcdonnell Flynn Mcdonnell Colleague at Beacon PointeGreater Boston, United States View → CN Christine Nelson Christine Nelson Colleague at Beacon PointeAsheville, North Carolina, United States View → CW Christina White, Cfp® Christina White, Cfp® Colleague at Beacon PointeColumbia, Maryland, United States View → TG Tj Gillen Tj Gillen Colleague at Beacon PointeLake Elmo, Minnesota, United States View → PG Paige Goll Paige Goll Colleague at Beacon PointeGreater Orlando, United States View →
2 education records

Jack Thomas, Cfp® education

Bachelor Of Arts (B.A.), Economics

Wofford College

Activities and Societies: Varsity Tennis Team, Student Athlete Advisory Committee

FAQ

Frequently asked questions about Jack Thomas, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jack Thomas, Cfp® work for?

Jack Thomas, Cfp® works for Beacon Pointe.

What is Jack Thomas, Cfp®'s role at Beacon Pointe?

Jack Thomas, Cfp® is listed as Wealth Advisor at Beacon Pointe at Beacon Pointe.

What is Jack Thomas, Cfp®'s email address?

AeroLeads has found 1 work email signal at @beaconpointe.com for Jack Thomas, Cfp® at Beacon Pointe.

Where is Jack Thomas, Cfp® based?

Jack Thomas, Cfp® is based in Scottsdale, Arizona, United States while working with Beacon Pointe.

What companies has Jack Thomas, Cfp® worked for?

Jack Thomas, Cfp® has worked for Beacon Pointe, Silvercrest Asset Management, and Cfa Institute.

Who are Jack Thomas, Cfp®'s colleagues at Beacon Pointe?

Jack Thomas, Cfp®'s colleagues at Beacon Pointe include Mark Flint, Cfa, Zachary Guffy, Jordan Freund, Leslie Reynoso, Cfa®, and Quintin Pile, Cpa, Cfp®.

How can I contact Jack Thomas, Cfp®?

You can use AeroLeads to view verified contact signals for Jack Thomas, Cfp® at Beacon Pointe, including work email, phone, and LinkedIn data when available.

What schools did Jack Thomas, Cfp® attend?

Jack Thomas, Cfp® holds Financial Planning And Services from University Of Richmond.

What skills is Jack Thomas, Cfp® known for?

Jack Thomas, Cfp® is listed with skills including Microsoft Powerpoint, Microsoft Excel, Microsoft Word, Time Management, Leadership, Teamwork, and Management.

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