Jonathan Belnap, financial advisor Cascade ID
68 score

Jonathan Belnap

CRD 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 8 years of experience in the finance industry.

Similar Advisors
Kenneth Callan, financial advisor Cascade ID
Kenneth M. Callan
CRD# 2065278
Ubs Financial Services Inc.
Score
93
Similar Advisors
Michael Fuhriman, financial advisor Cascade ID
Michael L. Fuhriman
CRD# 5075116
Waddell & Reed
Score
71
Company Name Location Dates Years
Belnap Enterprises, LLC Boise, ID Jan 2015 - Current 1
Jonathan Belnap Caldwell, ID Mar 2014 - Current 2
Various Insurance Carriers For W & R Insurance Agencies Meridian, ID Aug 2009 - Current 7
Waddell & Reed Inc. Boise, ID Aug 2009 - Current 7
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Jonathan T. Belnap
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CO
  • ID
  • UT
  • WA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Jonathan Belnap and other advisors.
BADGES
68

About Wealthminder

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.