Jeffrey Belmonte, financial advisor Ada MI

Jeffrey Belmonte

CRD Number: 2022821
Current Firm: Summitview Advisors

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.

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Professional Designations
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 5
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
Contact Info for Jeffrey B. Belmonte
Phone Number: 616-425-2150
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    60
    MILLIONS
  • Total Number of Accounts
    377
    ACCOUNTS
  • Average Account Value
    $158,975
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MI, TX

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