Jenna Lee Cairns
Advisor at Beacon Wealth Advisory — Overland Park, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
9 years
Location
Overland Park, KS 66211
Beacon Wealth Advisory
Supported
Total advisors
2Clients per advisor
138 Very HighAvg AUM per client
$0 Very LowHNW client ratio
0% Very LowJenna Cairns is a financial advisor at Beacon Wealth Advisory with nine years of industry experience. She holds a Series 65 designation and has been associated with Beacon Wealth Advisory since 2017, as well as Gradient Investments, LLC since 2023. Cairns is also the owner of Beacon Wealth Services, an insurance sales business based in Overland Park, KS. Beacon Wealth Advisory provides referral-based investment services and complimentary financial planning to individual and high-net-worth clients. The firm acts as a liaison between clients and third-party money managers, offering services including onboarding assistance, quarterly statement reviews, and public educational seminars.
Based on Beacon Wealth Advisory
Based on Beacon Wealth Advisory
$0+: 1.75% $0+: 1.60% $0+: 1.50% $0+: 1.00%
Overland Park, KS
10965 Granada Lane, Suite 104
Overland Park KS 66211
Advisors at this office
2
Kansas · Missouri · North Carolina · Texas
9 years of industry experience
Gradient Investments, LLC
2023 - Present • 3 years
Arden Hills, MN
Beacon Wealth Advisory LLC
2017 - Present • 9 years
Overland Park, KS
Beacon Wealth Services
2009 - Present • 17 years
Overland Park, KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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