Jeffrey Belmonte (CRD# 2022821) is an Investment Advisor Representative working at Summitview Advisors in Ada, MI and has over 17 years of experience in the finance industry. Jeffrey Belmonte has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Grace Explorations | Grand Rapids, MI | Aug 2018 - Current | 5 |
Financial Life Management, Llc, Dba Summitview Advisors | Grand Rapids, MI | Apr 2018 - Current | 6 |
Advanced Asset Management LLC | Grandville, MI | Feb 2015 - Apr 2018 | 3 |
2-0 Leadership Coaching | Rockford, MI | Mar 2017 - Dec 2017 | < 1 |
Nsa-juice Plus | Bowling Green, OH | Feb 1996 - Dec 2015 | 19 |
Commonwealth Financial Network | Waltham, MA | Apr 2010 - Feb 2015 | 4 |
Paul C. Spoelstra & Associates | Grand Rapids, MI | Oct 2009 - Feb 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2006 |
- MI
- TX
-
Total Assets Under Management71MILLIONS
-
Total Number of Accounts414ACCOUNTS
-
Average Account Value$172,161
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
MI, TX
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