Jason J. Belyea

STIRLINGSHIRE INVESTMENTS

Concord, NH

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CRD#: 3044886

Professional summary

Jason J Belyea, who also goes by Jason Jeffrey Belyea, is a registered financial advisor currently at STIRLINGSHIRE INVESTMENTS located in Concord, New Hampshire and STIRLINGSHIRE INVESTMENTS located in New York City, New York.

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 11 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.

1.) Name of outside business organization: 18 Monroe St. Investment related: N Rental Property. Address of business: Concord, New Hampshire 33010 Trustee acting on behalf of my trust/landlord. Start date of relationship: 9/1/2020 Number of hours devoted: 2 hour(s) Number of hours devoted during trading hours: 0

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

June 13, 2025 - Present

STIRLINGSHIRE INVESTMENTS

RIA

CRD#: 327779

Concord, NH

Current

June 13, 2025 - Present

STIRLINGSHIRE INVESTMENTS

Office #1: 15 W 38th St Suite 704, New York City, NY 10018

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#: 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".

STIRLINGSHIRE INVESTMENTS

STIRLINGSHIRE INVESTMENTS | STIRLINGSHIRE RIA LLC. | STIRLINGSHIRE RIA LLC

CRD#: 327779 / SEC#: 801-128665

RIA

Registered Investment Advisory firm - (9/7/2023 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

New Hampshire
(6/13/2025)

IAR

New Hampshire
(6/13/2025)

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

STIRLINGSHIRE INVESTMENTS

STIRLINGSHIRE INVESTMENTS | STIRLINGSHIRE RIA LLC. | STIRLINGSHIRE RIA LLC

CRD#: 327779 / SEC#: 801-128665

RIA

Registered Investment Advisory firm - (9/7/2023 Approved)

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Contact information

Main Address

15 W 38th St. #704, New York, NY 10018

Mailing Address

Phone number

(877) 600-7026

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STIRLINGSHIRE ADV PART 2 (10/22/2025)

Regulatory assets under management

Total Number of Accounts	1,135
AUM (Assets Under Management)	$ 179,802,588

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

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

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.

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SANTANDER SECURITIES LLC

CITIZENS SECURITIES, INC.

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MSI FINANCIAL SERVICES, INC.

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CETERA INVESTMENT SERVICES LLC

BANCNORTH INVESTMENT GROUP, INC.

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AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

STIRLINGSHIRE INVESTMENTS

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

STIRLINGSHIRE INVESTMENTS

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STIRLINGSHIRE INVESTMENTS

TRUST BUT VERIFY

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