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JV

Jason M. Van Itallie

BELZBERG & CO.
NEW YORK, NY 10019
CRD#: 4611534
Some features on this profile are disabled
JV
Jason Michael Van ItallieBELZBERG & CO.

Professional summary

Jason Michael Van Itallie, who also goes by Jason Michael Van Itallie, is a registered financial advisor currently at BELZBERG & CO. located in New York, New York and BELZBERG CAPITAL located in New York, New York.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jason has worked at 5 firms and has passed the Series 66, Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jason Michael Van Itallie

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 Michael Van Itallie'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 9, 2026 - Present

BELZBERG & CO.

Office #1: 680 Fifth Avenue 24th Floor, New York, NY 10019
RIA
CRD#: 315114
NEW YORK, NY
Current

June 23, 2023 - Present

BELZBERG CAPITAL

Office #1: 680 5th Ave Floor 24, New York, NY 10019Office #2: 680 5th Ave Floor 24, New York, NY 10019
BD
CRD#: 321600
New York, NY
Past

February 7, 2020 - July 12, 2023

WAVECREST SECURITIES LLC

BD
CRD#: 160135
NEW YORK, NY
Past

September 22, 2008 - May 24, 2018

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

December 18, 2002 - September 22, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

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".
B&
BELZBERG & CO.
BELZBERG & CO. | BELZBERG INVESTMENTS LLC

CRD#: 315114 / SEC#: 801-122124

RIA
Registered Investment Advisory firm - (8/20/2021 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.
RR
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

RR
California
(4/26/2024)
RR
New York
(7/31/2023)
IAR
New York
(6/9/2026)
RR
Ohio
(8/8/2023)
RR
Pennsylvania
(8/2/2023)
RR
Texas
(8/9/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/9/2026
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/14/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 6/23/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/24/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/17/2002
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/28/2017
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

B&
BELZBERG & CO.
BELZBERG & CO. | BELZBERG INVESTMENTS LLC

CRD#: 315114 / SEC#: 801-122124

RIA
Registered Investment Advisory firm - (8/20/2021 Approved)
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Contact information

Main Address
589 Fifth Avenue Suite 1602, New York, NY 10017
Mailing Address
Phone number
(212) 390-9768
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BELZBERG INVESTMENTS LLC ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts89
AUM (Assets Under Management)$ 1,698,199,578

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

BELZBERG & CO.

CRD#: 315114New York, NY 10019

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