Jason J. Belyea

CETERA INVESTMENT ADVISERS

CONCORD, NH 03301

Some features on this profile are disabled

CRD#: 3044886

Professional summary

Jason J Belyea, who also goes by Jason Jeffrey Belyea, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Concord, New Hampshire and CETERA INVESTMENT SERVICES LLC located in Concord, New Hampshire.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jason has worked at 12 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Jeffrey Belyea

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 Jason J Belyea'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®

None

Experience

Current

January 14, 2026 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 11 Triangle Park Drive, Concord, NH 03301

RIA

CRD#: 105644

CONCORD, NH

Current

January 14, 2026 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 11 Triangle Park Drive, Concord, NH 03301

CRD#: 15340

Concord, NH

Past

June 13, 2025 - December 3, 2025

STIRLINGSHIRE INVESTMENTS

RIA

CRD#: 327779

Concord, NH

Past

June 13, 2025 - December 3, 2025

STIRLINGSHIRE INVESTMENTS

CRD#: 310576

NEW YORK CITY, NY

Past

November 3, 2024 - January 30, 2025

OSAIC INSTITUTIONS, INC.

RIA

CRD#: 35371

CONCORD, NH

Past

November 3, 2024 - January 30, 2025

OSAIC INSTITUTIONS, INC.

CRD#: 35371

CONCORD, NH

Past

March 4, 2021 - October 17, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CONCORD, NH

Past

February 26, 2021 - October 17, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CONCORD, NH

Past

January 26, 2016 - February 25, 2021

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

ROLLINSFORD, NH

Past

January 26, 2016 - February 25, 2021

CITIZENS SECURITIES, INC.

CRD#: 39550

ROLLINSFORD, NH

Past

July 18, 2014 - February 2, 2016

SANTANDER SECURITIES LLC

RIA

CRD#: 41791

HILLSBOROUGH, NH

Past

July 18, 2014 - February 2, 2016

SANTANDER SECURITIES LLC

CRD#: 41791

HILLSBOROUGH, NH

Past

November 15, 2012 - July 3, 2014

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

MEREDITH, NH

Past

November 15, 2012 - July 3, 2014

CITIZENS SECURITIES, INC.

CRD#: 39550

MEREDITH, NH

Past

October 1, 2009 - November 13, 2012

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

MANCHESTER, NH

Past

September 21, 2009 - November 13, 2012

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

MANCHESTER, NH

Past

June 11, 2008 - June 26, 2009

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

EPPING, NH

Past

June 11, 2008 - June 26, 2009

BANCNORTH INVESTMENT GROUP, INC.

CRD#: 31299

EPPING, NH

Past

June 15, 2006 - June 11, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MANCHESTER, NH

Past

June 10, 2006 - June 11, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MANCHESTER, NH

Past

January 1, 2000 - June 14, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

WEST DES MOINES, IA

Past

December 10, 1999 - June 14, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

December 10, 1999 - June 14, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

WEST DES MOINES, IA

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".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(1/14/2026)

Maine
(1/14/2026)

Massachusetts
(1/14/2026)

New Hampshire
(1/14/2026)

IAR

New Hampshire
(1/14/2026)

Vermont
(1/14/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/30/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/30/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/9/1999

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report

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.

Similar Advisors

Joshua Rocha

LPL FINANCIAL LLC

IAR

San Luis Obispo, CA

Elizabeth Miller

SUMMIT PLACE FINANCIAL ADVISORS, LLC

IAR

Summit, NJ

Madison Epperson

FBL MARKETING SERVICES, LLC

Nevada, IA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jason J. Belyea

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason J Belyea's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT SERVICES LLC

STIRLINGSHIRE INVESTMENTS

STIRLINGSHIRE INVESTMENTS

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

SANTANDER SECURITIES LLC

SANTANDER SECURITIES LLC

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

CETERA INVESTMENT SERVICES LLC

BANCNORTH INVESTMENT GROUP, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/30/2006

Series 63

Date: 8/30/1999

SIE

Date: 10/1/2018

Series 7

Date: 12/9/1999

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

Similar Advisors