Jonathan BelnapCRD Number: 5598602
Current Firm: Waddell & Reed
Jonathan Belnap (CRD# 5598602) is an Investment Advisor Representative working at Waddell & Reed in Cascade, ID and has over 9 years of experience in the finance industry.
Ubs Financial Services Inc.
Waddell & Reed
|Belnap Enterprises, LLC||Boise, ID||Jan 2015 - Current||2|
|Jonathan Belnap||Caldwell, ID||Mar 2014 - Current||3|
|Various Insurance Carriers For W & R Insurance Agencies||Meridian, ID||Aug 2009 - Current||8|
|Waddell & Reed Inc.||Boise, ID||Aug 2009 - Current||8|
|A New Beginning Adoption Agency, Inc.||Boise, ID||Sep 2010 - Oct 2013||3|
|The Church Of Jesus Christ Of Latter-day Saints||Caldwell, ID||Jul 2010 - Feb 2013||2|
|United First Financial||Bluffdale, UT||Jul 2007 - Sep 2009||2|
|Chase Investment Services Corp.||Nampa, ID||May 2009 - May 2009||< 1|
|Wamu Investments, Inc.||Nampa, ID||Oct 2008 - May 2009||< 1|
|Jp Morgan Chase Bank||Nampa, ID||Sep 2007 - Oct 2008||1|
|Davisco||Boise, ID||May 2007 - Sep 2007||< 1|
|Boise State University||Boise, ID||Sep 2005 - Jul 2007||1|
|T-mobile||Boise, ID||Nov 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2008|
|S65||NASAA Investment Advisors Law Examination||Oct 2009|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.