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JB

James B. Belliston

TANARA WEALTH MANAGEMENT
St. Augustine, FL
Some features on this profile are disabled
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 TANARA WEALTH MANAGEMENT LLC 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 12 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

April 14, 2026 - Present

TANARA WEALTH MANAGEMENT LLC

RIA
CRD#: 340174
St. Augustine, FL
Past

January 10, 2019 - April 8, 2026

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

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
Utah
(4/14/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/12/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/4/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 10/31/2005
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 12/12/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 62
Date: 11/12/1997
Corporate Securities Limited Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 11/29/1995
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/27/1993
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 12/6/2007
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/19/2005
General Securities Principal Examination

Current Firm

TW
TANARA WEALTH MANAGEMENT LLC
TANARA FAMILY OFFICES | TANARA WEALTH MANAGEMENT LLC

CRD#: 340174 / SEC#: 801-135541

RIA
Registered Investment Advisory firm - (3/12/2026 120-Day Approval)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3301 N Thanksgiving Way Suite 425, Lehi, UT 84048
Mailing Address
Phone number
(801) 653-0564
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TANARA WEALTH MANAGEMENT DISCLOSURE BROCHURE (2/10/2026)
0

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.

Company Information

TANARA WEALTH MANAGEMENT LLC

CRD#: 340174St. Augustine, FL

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