Jeffrey B. Belmonte
SUMMITVIEW ADVISORS
Ada, MI 49301
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CRD#: 2022821
Professional summary
Jeffrey Byron Belmonte, CFP® is a registered financial advisor currently at SUMMITVIEW ADVISORS located in Ada, Michigan.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jeffrey has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Jeff has worked in financial services and investment management for over 15 years. Previously, he coached at the highest levels of collegiate athletics for more than a decade. Jeff has always had a coaching and pioneering spirit. He has completed several certifications and trainings focused on leadership development. Jeff is a CERTIFIED FINANCIAL PLANNER™ practitioner and has a BA from Aquinas College with dual majors in Economics and Business Administration
Jeff is on the board of Grace Explorations. He lives in the Grand Rapids area with his wife Jen, who is a licensed counselor, and their two boys. In his free time, you will find Jeff enjoying the outdoors whether it be making fresh tracks on the ski slopes, hunting for deer in northern Michigan or working on his golf swing.
Jeff is based out of Grand Rapids, MI. He works with clients across Michigan and virtually throughout the country.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
Employee and Employer Plan Ben...
Tax Planning
Estate Planning
Insurance Planning
Do you have an area of expertise or specialization?
Business Owners
Estate & Generational Planning...
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
GRACE EXPLORATIONS: START DATE - 8/2018 - TREASURER - NON INVESTMENT RELATED - GRAND RAPIDS, MI - 5 HOURS PER MONTH
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Byron Belmonte's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Experience
Current
April 6, 2018 - Present
SUMMITVIEW ADVISORS
Office #1: 975 Spaulding Ave, Se Ste B, Ada, MI 49301RIA
CRD#: 292927
Ada, MI
Past
May 6, 2015 - May 1, 2018
AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC
RIA
CRD#: 109178
GRANVILLE, MI
Past
May 21, 2010 - February 17, 2015
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
ALTO, MI
Past
April 1, 2010 - February 17, 2015
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
ALTO, MI
Past
September 14, 2007 - February 20, 2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
HOLLAND, MI
Past
September 14, 2007 - February 20, 2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
HOLLAND, MI
Past
April 25, 2006 - February 28, 2007
USA FINANCIAL SECURITIES LLC
BD
CRD#: 103857
ADA, MI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(4/6/2018)
IAR
Texas(9/25/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SUMMITVIEW ADVISORS
FINANCIAL LIFE MANAGEMENT LLC | SUMMITVIEW ADVISORS
CRD#: 292927 / SEC#:
Michigan
Registered Investment Advisory firm - (4/6/2018 Approved)Texas
Registered Investment Advisory firm - (9/24/2018 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
975 Spaulding Ave, Se Ste B, Ada, MI 49301
Mailing Address
Phone number
(616) 425-2150
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 330 |
| AUM (Assets Under Management) | $ 54,272,000 |
Red Flags
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Company Information
SUMMITVIEW ADVISORS
CRD#: 292927Ada, MI 49301TRUST BUT VERIFY
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