Jameson Van Houten and his team recently joined Beacon Pointe Advisors in a 2021 acquisition, further expanding the Beacon Pointe presence in the Grand Canyon state and bringing another $430M to its growing AUM. As the founder and sole owner of Stonegate Capital Advisors, Jameson was brought on as a Beacon Pointe Partner and Managing Director – one of six in the Scottsdale area.
This acquisition deal with Jameson Van Houten and the Stonegate firm marks a busy and successful time in . It is the second established Beacon Pointe office in Scottsdale, Arizona.
Jameson Van Houten has nearly twenty years of experience in the financial services industry. He founded Stonegate Capital Advisors in 2002 and built an impressive wealth advisory business based on deep roots and organic growth. Jameson leads an experienced and knowledgeable team serving a niche clientele base, not only in Arizona but also across numerous other states. The team’s specialties and services as Stonegate Capital Advisors included business, estate, and tax planning, as well as asset protection planning. Jameson and his team looked to merge with a larger firm like Beacon Pointe to expand upon the services they could offer their clients while also providing additional growth opportunities for employees.
“Since our inception, we have always been focused on providing our clients with unparalleled service and expertise,” said Jameson Van Houten, Chief Executive Officer of Stonegate Capital Advisors. “Our partnership with Beacon Pointe allows us to bring in unique resources that enable us to evolve alongside our clients and meet the expectations of the increasingly dynamic and tech-focused world in which we live. We truly feel that through our partnership, we are elevating our services to the next level and going above and beyond what our clients have grown to expect from us.”
Jameson Van Houten discovered his passion for investing at the early age of 16. Jameson graduated summa cum laude from the Barrett Honors College of Arizona State University, where he was awarded ‘Most Outstanding Graduating Senior and Valedictorian’ from W.P. Carey School of Business.
Jameson holds the Certified Financial Planner™ (CFP®) designation and has received the Distinguished Alumni from Barrett, The Honors College, for his work both professionally and personally. Jameson is an active member of the local Scottsdale community and dedicates much of his time outside of work to his family and philanthropic efforts. Jameson is a past Governing Board Member of Make-A-Wish Arizona.
He is an Esteemed Member of Gift of Life, a non-profit dedicated to helping provide life-saving heart surgeries for children. Most recently, Jameson was appointed by the Mayor of Paradise Valley to serve as Chairman of the Board for the Paradise Valley Public Safety Retirement Plan.
“Jameson and his team are bringing their high energy to our amazingly talented and vibrant team in Arizona,” says Beacon Pointe Chief Executive Officer Shannon Eusey. “We are thrilled to partner with Jameson and his team, they share Beacon Pointe’s commitment to providing clients with a personalized and comprehensive approach to wealth management.”
The Stonegate acquisition closed on September 30, 2021; the financial terms of the deal were not disclosed. Including the Stonegate acquisition, Beacon Pointe has acquired approximately $8 billion in AUM through its acquisitions.
For additional details on the Stonegate Capital Advisors acquisition, please click here.
About Beacon Pointe:
Beacon Pointe Advisors is a multi-billion-dollar registered investment advisory headquartered in Newport Beach, California, with office locations and clients located nationally. Institutional and private clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s, and more. For more information on Beacon Pointe’s wealth advisory services, please visit: www.beaconpointe.com.
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