Jeffrey M. Belton

INTELLICENTS INVESTMENT SOLUTIONS

SOUTHLAKE, TX 76092

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CRD#: 4879744

Professional summary

Jeffrey Matthew Belton, AIF®, who also goes by Jeff M Beltan, is a registered financial advisor currently at INTELLICENTS INVESTMENT SOLUTIONS INC located in Southlake, Texas.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jeffrey has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff M Beltan

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. Town of Shady Shores; Not Investment Related; 101 S. Shady Shores Road, Shady Shores, TX 76208; Municipality; Town Council Member; Start Date: 12/6/2021; 8 hours per month; 0 hours per trading day; Serving as Town Council Member for Shady Shores, TX. 2. intellicents Lone Star, LLC; Yes Investment Related; 330 Morrison Park Dr. Suite 130, Southlake, TX 76092; Investment Advisory; Member; Start Date: 1/1/2022; 1 hour per month; 0 hours per trading day; No specific duties outside existing intellicents duties - passive ownership. 3. intellicents Great Lakes, LLC; Yes Investment Related; 953 Rome Beauty Drive Amherst, OH 44001; Investment Advisory; Member; Start Date: 1/1/2023; 1 hour per month; 0 hours per trading day; No specific duties outside existing intellicents duties-passive ownership.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Matthew Belton'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

March 20, 2019 - Present

INTELLICENTS INVESTMENT SOLUTIONS INC

Office #1: 330 Morrison Park Drive Suite 130, Southlake, TX 76092

RIA

CRD#: 107498

SOUTHLAKE, TX

Past

January 9, 2009 - March 1, 2019

STANCORP INVESTMENT ADVISERS, INC.

RIA

CRD#: 110228

PLANO, TX

Past

April 11, 2008 - March 1, 2019

STANCORP EQUITIES, INC.

CRD#: 19517

PLANO, TX

Past

January 9, 2006 - March 13, 2008

ADP BROKER-DEALER, INC.

CRD#: 37693

DALLAS, TX

Past

March 7, 2005 - August 26, 2005

CAPITAL CLIENT GROUP, INC.

CRD#: 6247

LOS ANGELES, CA

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".

INTELLICENTS INVESTMENT SOLUTIONS INC

ABG INVESTMENT SERVICES INC | INTELLICENTS INVESTMENT SOLUTIONS INC

CRD#: 107498 / SEC#: 801-51382

RIA

Registered Investment Advisory firm - (2/29/1996 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.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(10/13/2021)

IAR

Texas
(3/20/2019)

IAR

Washington
(2/10/2020)

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: 12/2/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/24/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/4/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

INTELLICENTS INVESTMENT SOLUTIONS INC

ABG INVESTMENT SERVICES INC | INTELLICENTS INVESTMENT SOLUTIONS INC

CRD#: 107498 / SEC#: 801-51382

RIA

Registered Investment Advisory firm - (2/29/1996 Approved)

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Contact information

Main Address

100 North Broadway, Albert Lea, MN 56007

Mailing Address

Phone number

(507) 377-2919

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (43 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTELLICENTS INVESTMENT SOLUTIONS INC ADV 2A OCTOBER 2025 (10/24/2025)

INTELLICENTS INVESTMENT SOLUTIONS INC WRAP BROCHURE MARCH 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	6,103
AUM (Assets Under Management)	$ 7,362,137,726

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/09/2025	Cover Page	Report
11/21/2024	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.

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Jeffrey M. Belton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Matthew Belton's CRS (Customer Relationship Summary).

Certified licenses

Experience

STANCORP INVESTMENT ADVISERS, INC.

STANCORP EQUITIES, INC.

ADP BROKER-DEALER, INC.

CAPITAL CLIENT GROUP, INC.

Primary Firm SEC Registration

INTELLICENTS INVESTMENT SOLUTIONS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/2/2008

Series 63

Date: 3/24/2005

SIE

Date: 10/1/2018

Series 6

Date: 3/4/2005

Current Firm

INTELLICENTS INVESTMENT SOLUTIONS INC

Contact information

SEC notice filing (43 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

INTELLICENTS INVESTMENT SOLUTIONS INC

TRUST BUT VERIFY

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