Jesus Manuel Beltran
Investment Adviser Representative at LPL Financial LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jesus Manuel Beltran is an investment adviser representative with LPL Financial LLC in Oceanside, CA, where they have been registered since 2026. They have worked in the securities industry since 2004 and have been registered with 11 firms, including Seaside Wealth Management, Inc. and Principal Securities, Inc. They have passed 9 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
- Broker:
1 state or territory
California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First Allied Securities, Inc.Jun 2007 – Nov 2020San Diego, CA
- First Allied Advisory Services, Inc.Jul 2012 – Nov 2020San Diego, CA
- LPL Financial LLCMay 2026 – Jul 2026San Diego, CA
- UnemployedJan 2026 – Apr 2026Oceanside, CA
- Summit Brokerage Services, Inc.Nov 2017 – Apr 2021Boca Raton, FL
- Cetera Advisor Networks LLCJun 2018 – Apr 2021El Segundo, CA
- Cetera Advisors LLCJun 2007 – Apr 2021Denver, CO
- Cetera Investment ServicesJun 2007 – Apr 2021Saint Cloud, MN
- Cetera Financial Specialists LLCJun 2007 – Apr 2021Schaumburg, IL
- Cetera Investment Advisers LLCNov 2020 – Apr 2021Schaumburg, IL
- Principal LIFE Insurance CoApr 2021 – May 2024Oceanside, CA
- Principal Securities IncApr 2021 – May 2024Des Moines, IA
- CourseraMay 2024 – Aug 2024San Diego, CA
- J Beltran ConsultingAug 2024 – Mar 2025San Diego, CA
- Seaside Wealth Management, Inc.Apr 2025 – Jan 2026Carlsbad, CA
- Purshe Kaplan Sterling InvestmentsApr 2025 – Jan 2026Albany, NY
- Cetera Wealth Services, LLCAug 2026 – no end date reportedEl Segundo, CA
- Cetera Investment Advisers LLCAug 2026 – no end date reportedSchaumburg, IL
- Cetera Advisers LLCAug 2026 – no end date reportedGreenwood Village, CO
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LPL Financial LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 24,114
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Fort Mill, SC
- SEC file number:
- 801-10970
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
View full firm profileOther advisors at LPL Financial LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jesus Manuel Beltran has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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