Osaic's former CFO Jon Frojen, who left the role just last month, has quickly found his footing to assume the same role at another fast-growing RIA firm.
Beacon Pointe Advisors has named Jon Frojen as its chief financial officer, adding a seasoned executive with nearly four decades of industry experience to its leadership team.
Frojen is stepping into the role following his tenure as CFO at Osaic, formerly known as Advisor Group, and brings a background that includes leadership roles at major firms across the wealth management space. Following his exit from Osaic, which was part of a planned transition, the broker-dealer announced Kristy Britt as Frojen's successor in October.
At Beacon Pointe, Frojen will oversee key aspects of the firm's financial operations and strategy while working closely with other departments to support its growth initiatives. His resume includes CFO roles at United Capital Financial Advisors, which was acquired by Goldman Sachs in 2019, as well as at Osaic and Cetera.
“I have always had tremendous respect for Beacon Pointe and its entire management team, and I have been impressed by the firm's sustained growth and commitment to providing an exceptional client experience,” Frojen said in a statement Monday. “My background aligns naturally with the firm's vision, and I am excited to join the team as the business continues to scale and deliver exceptional service to its clients.”
Beacon Pointe CEO Shannon Eusey praised Frojen’s industry expertise and financial acumen.
“We are thrilled to welcome Jon to the Beacon Pointe leadership team,” said Eusey. “His substantial expertise in financial strategy and deep knowledge of the wealth management industry will bring valuable insight to our organization. We look forward to working with Jon as we continue to drive growth and enhance our business operations in support of our clients and partners.”
Beacon Pointe, which claims leadership as the nation’s most prominent female-led RIA, has expanded its footprint over the years. Recently in October, it sealed a double-deal for Bridge Advisory in California and Charleston Investment Advisors in South Carolina. Those additions, which together totaled $600 million in assets, have pushed Beacon Pointe's total AUM to nearly $37 billion.
Focus Partners Wealth’s Jeffrey Levine says a Democratic House or Senate would make new legislation on Trump Accounts much harder to pass
Docupace also rebuilt its wealth operations platform around a single client record, while Focus Financial picks Nevis to bring AI to its advisors.
Consolidators handled 53% of deals through September as smaller sellers stalled amid market volatility, DeVoe & Company finds.
Shook Research has a new name and brand, Veritant, and will continue its coveted rankings of financial advisors.
The Supernova-powered lending line follows a Flourish Cash rollout as the insurer pushes private-bank-style tools to its 6,000-plus advisors
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
