James B. Belliston

ANDINA FAMILY OFFICES

St Augustine, FL

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CRD#: 2402952

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Brett Belliston's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

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.

CRD#: 120894

DRAPER, UT

Past

October 15, 2004 - July 14, 2005

M HOLDINGS SECURITIES, INC.

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.

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

CRD#: 2580

FORT WAYNE, IN

Past

January 4, 2000 - March 8, 2004

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

September 26, 1994 - January 27, 2000

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

April 12, 1994 - September 26, 1994

WORKMAN SECURITIES CORPORATION

CRD#: 31898

EDEN PRAIRIE, MN

Past

March 16, 1994 - October 6, 1994

BANNER FINANCIAL SERVICES GROUP

CRD#: 22886

ROCKVILLE, MD

Past

September 29, 1993 - March 15, 1994

TRANSAMERICA FINANCIAL ADVISORS, LLC

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/12/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/4/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 10/31/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 12/12/2001

General Securities Representative Examination

General Industry/Product Exam

Series 62

Date: 11/12/1997

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 22

Date: 11/29/1995

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 9/27/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 53

Date: 12/6/2007

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 9/19/2005

General Securities Principal Examination

Current Firm

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)

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Contact information

Main Address

1300 N 200 E Suite 112, Logan, UT 84341

Mailing Address

Phone number

(801) 653-0564

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (1/14/2026)

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.

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Advisor Monitoring

Firm Stability Insights

James B. Belliston

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Brett Belliston's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANDINA FAMILY OFFICES

ZIONS CAPITAL ADVISORS, INC.

GENEOS WEALTH MANAGEMENT, INC.

M HOLDINGS SECURITIES, INC.

KNOX CAPITAL ADVISORS, LLC

KNOX CAPITAL ADVISORS, LLC

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

MML INVESTORS SERVICES, LLC

WORKMAN SECURITIES CORPORATION

BANNER FINANCIAL SERVICES GROUP

TRANSAMERICA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

ANDINA FAMILY OFFICES

State Registrations and Notice Filings

Exams

Series 65

Date: 6/12/1995

Series 63

Date: 10/4/1993

Series 31

Date: 10/31/2005

Series 7

Date: 12/12/2001

Series 62

Date: 11/12/1997

Series 22

Date: 11/29/1995

Series 6

Date: 9/27/1993

Series 53

Date: 12/6/2007

Series 24

Date: 9/19/2005

Current Firm

ANDINA FAMILY OFFICES

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ANDINA FAMILY OFFICES

TRUST BUT VERIFY

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