JB
James B. Belliston
ANDINA FAMILY OFFICES
St Augustine, FL
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CRD#: 2402952
JB
Professional summary
James Brett Belliston, CFP®, who also goes by Brett Belliston, J. Brett Belliston, James Brettly Belliston, is a registered financial advisor currently at ANDINA FAMILY OFFICES located in St Augustine, Florida.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. James has worked at 11 firms and has passed the Series 65, Series 63, Series 31, Series 7, Series 62, Series 22, Series 6, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brett Belliston | J. Brett Belliston | James Brettly Belliston
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.
Mr. Belliston in one or more companies may: (i) be a member on the Board of Directors and/or an officer or partner in which they have other managerial duties; (ii) a member of the Investment Committee; (iii) act simply as a passive shareholder; and/or (iv) provide additional services as a representative of that entity. These personal business interests are separate and distinct from the operations of Andina, including certain advising and consulting activities that are beyond the scope of services we provide. Those private funds that Mr. Belliston are involved in are listed as follows:
Andina Partners, LLC - Andina Partners is a Delaware Limited Liability Company organized to act as the General Partner with responsibility for operational management oversight and control over the affairs of several private Limited Partnerships. Andina Partners is wholly owned by two separate entities that are in turn owned by Mr. Barlow and Mr. Belliston. Through these entities, Mr. Barlow and Mr. Belliston, serve as the Managing Members of Andina Partners.
Andina Research Partners, LLC - Andina Research Partners is a Utah Limited Liability Company organized to act as the General Partner with responsibility for operational management oversight and control over the affairs of private Limited Partnerships. Andina Research Partners is wholly owned by two separate entities that are in turn owned by Mr. Barlow and Mr. Belliston and Scipio Labyrinth, LLC. Mr. Barlow and Mr. Belliston serve as Managing Members of Andina Research Partners.
Blue Field Income I GP, LLC - Blue Field Income I GP is a Utah Limited Liability Company organized to act as the General Partner with responsibility for operational management oversight and control over the affairs of Blue Field Income Fund I, LP, Blue Field Legacy Fund, LP, Blue Field Development Fund I, LP, and Blue Field Senior Fund, LP. Mr. Barlow and Mr. Belliston each have a 25% ownership in the Blue Field Income I GP, LLC.
K Fund Capital Management, LLC - K Fund Capital Management is a Delaware Limited Liability Company organized to act as the General Partner with responsibility for operational management oversight and control over the affairs of The K Fund, LP. Mr. Barlow and Mr. Belliston each have a 33% ownership in the K Fund Capital Management, LLC.
Mercatus Partners, LLC - Mercatus Partners, LLC is a Utah limited Liability Company organized to act as the General Partner with responsibility for operational management oversight and control over the affairs of Mercatus Partners Strategic Opportunity Zone Investment Fund, LLC and Mercatus Strategic Opportunities Fund I, LLC. Mr. Barlow and Mr. Belliston each have 33.3% ownership in Mercatus Partners, LLC.
Glenwood Events Center LLC - Glenwood Events Center LLC is an events center for varying events. Mr. Belliston acts as a consultant for the company.
Provo 500 South LLC - investment related: Yes; Location of the business: 9671 N 5650 W; Description of the business: Real Estate; Position Title: Member; Responsibilities Duties: Investor/Real Estate; Start date with business: 2020-10-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0.
Copperbirch Properties LLC; investment related: Yes; Location of the business: 9671 N 5650 W; Description of the business: Real Estate; Position Title: Manager; Responsibilities Duties: Manage Real Estate; Start date with business: 2016-01-01;
Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 0.
CRS (Client Relationship Summary) - RIA
Click below to view James Brett Belliston'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: 1999
Experience
Current
January 10, 2019 - Present
ANDINA FAMILY OFFICES
RIA
CRD#: 151762
St Augustine, FL
Past
September 20, 2013 - December 31, 2018
ANDINA FAMILY OFFICES
RIA
CRD#: 151762
LEHI, UT
Past
April 18, 2011 - September 17, 2013
ZIONS CAPITAL ADVISORS, INC.
RIA
CRD#: 131308
PROVO, UT
Past
July 14, 2005 - April 1, 2009
GENEOS WEALTH MANAGEMENT, INC.
BD
CRD#: 120894
DRAPER, UT
Past
October 15, 2004 - July 14, 2005
M HOLDINGS SECURITIES, INC.
BD
CRD#: 43285
PORTLAND, OR
Past
June 3, 2004 - June 9, 2004
KNOX CAPITAL ADVISORS, LLC
RIA
CRD#: 131000
DRAPER, UT
Past
June 3, 2004 - April 15, 2009
KNOX CAPITAL ADVISORS, LLC
RIA
CRD#: 131000
DRAPER, UT
Past
March 9, 2004 - June 2, 2004
M HOLDINGS SECURITIES, INC.
RIA
CRD#: 43285
DRAPER, UT
Past
March 5, 2004 - June 2, 2004
M HOLDINGS SECURITIES, INC.
BD
CRD#: 43285
PORTLAND, OR
Past
January 11, 2000 - March 8, 2004
OSAIC FA, INC.
RIA
CRD#: 3978
SALT LAKE CITY, UT
Past
January 4, 2000 - March 8, 2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
January 4, 2000 - March 8, 2004
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
September 26, 1994 - January 27, 2000
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
April 12, 1994 - September 26, 1994
WORKMAN SECURITIES CORPORATION
BD
CRD#: 31898
EDEN PRAIRIE, MN
Past
March 16, 1994 - October 6, 1994
BANNER FINANCIAL SERVICES GROUP
BD
CRD#: 22886
ROCKVILLE, MD
Past
September 29, 1993 - March 15, 1994
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
PHILADELPHIA, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
ANDINA FAMILY OFFICES
ALBION CAPITAL MANAGEMENT, LLC | ANDINA FAMILY OFFICES | ANDINA CAPITAL MANAGEMENT, LLC | ANDINA ADVISORS
CRD#: 151762 / SEC#: 801-80633
RIA
Registered Investment Advisory firm - (12/5/2014 Approved)California
Registered Investment Advisory firm - (1/14/2015 Terminated)Utah
Registered Investment Advisory firm - (12/16/2014 Terminated)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
Florida(3/20/2025)
IAR
Texas(1/31/2025)
IAR
Utah(1/10/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 11/12/1997
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
AF
ANDINA FAMILY OFFICES
ALBION CAPITAL MANAGEMENT, LLC | ANDINA FAMILY OFFICES | ANDINA CAPITAL MANAGEMENT, LLC | ANDINA ADVISORS
CRD#: 151762 / SEC#: 801-80633
RIA
Registered Investment Advisory firm - (12/5/2014 Approved)California
Registered Investment Advisory firm - (1/14/2015 Terminated)Utah
Registered Investment Advisory firm - (12/16/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Thanksgiving Business Park 2600 Executive Parkway, Suite 451, Lehi, UT 84043
Mailing Address
Phone number
(801) 653-0564
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,341 |
| AUM (Assets Under Management) | $ 1,016,634,723 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
