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||3|
|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
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