Jennifer M. Belshe

NOVUS ADVISORS

Greenville, SC 29601

Some features on this profile are disabled

CRD#: 5730000

Professional summary

Jennifer Marie Belshe, who also goes by Jennifer Belshe, Jennifer M Roberson, is a registered financial advisor currently at NOVUS ADVISORS located in Greenville, South Carolina.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jennifer has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Belshe | Jennifer M Roberson

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.

INSURMARK: INVESTMENT RELATED: HOUSTON, TX: INSURANCE AGENT ENGAGING IN THE SALE OF LIFE INSURANCE, FIXED ANNUITIES AND EQUITY INDEXED ANNUITIES: 10 HOURS PER MONTH DURING TRADING HOURS. SPECIALIZED PLAN ADMINISTRATORS: INVESTMENT RELATED: GREENVILLE, SC: MEMBER/PRINCIPAL: SERVICING AND ADMINISTRATION OF MEPS: 5 HOURS PER MONTH DURING TRADING HOURS. LAFAYETTE ADVISORS, LLC, GREENVILLE, SC, MANAGER/VP. DUTIES INCLUDE INVESTMENT MANAGEMENT, ERISA 3(38) INVESTMENT MANAGER SERVICES: 20 HPM DURING SECURITIES TRADING HOURS. DOC ON CALL, LLC, GREENVILLE, SC. MEMBER/PRINCIPAL-TELEHEALTH AND OTHER ANCILLARY SERVICES-5/16/2013. 0 HPW DURING SECURITIES TRADING HOURS. PROVIDES OVERSIGHT, SALES/MARKETING FOR BUSINESS OPERATION. NOVUS WEALTH MANAGEMENT, GREENVILLE, SC. INSURANCE BUSINESS - APPROX 20 HPM DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Marie Belshe'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

October 10, 2016 - Present

NOVUS ADVISORS

Office #1: 607 Pendleton Street Suite 101-b, Greenville, SC 29601

RIA

CRD#: 157908

Greenville, SC

Past

September 1, 2011 - June 25, 2013

NOVUS ADVISORS

RIA

CRD#: 157908

GREENVILLE, SC

Past

August 30, 2010 - October 6, 2016

TRUSTMONT ADVISORY GROUP, INC.

RIA

CRD#: 106015

GREENVILLE, SC

Past

August 16, 2010 - October 6, 2016

TRUSTMONT FINANCIAL GROUP, INC.

CRD#: 18312

GREENVILLE, SC

Past

June 23, 2010 - August 13, 2010

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

GREENVILLE, SC

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".

NOVUS ADVISORS

BLUE STAR WEALTH MANAGEMENT, LLC | NOVUS ADVISORS, LLC | NOVUS ADVISORS

CRD#: 157908 / SEC#: 801-78828

RIA

Registered Investment Advisory firm - (11/19/2013 Approved)

South Carolina

Registered Investment Advisory firm - (6/25/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

South Carolina
(10/10/2016)

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 66

Date: 8/26/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/6/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/21/2010

General Securities Representative Examination

Current Firm

NOVUS ADVISORS

BLUE STAR WEALTH MANAGEMENT, LLC | NOVUS ADVISORS, LLC | NOVUS ADVISORS

CRD#: 157908 / SEC#: 801-78828

RIA

Registered Investment Advisory firm - (11/19/2013 Approved)

South Carolina

Registered Investment Advisory firm - (6/25/2013 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

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

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

Contact information

Main Address

607 Pendleton Street Suite 101-b, Greenville, SC 29601

Mailing Address

Phone number

(864) 272-3579

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/28/2025)

ADV PART 2B - RH (2/28/2025)

ADV PART 2B - CC (2/28/2025)

ADV PART 2B - SS (2/28/2025)

ADV PART 2B - DR (2/28/2025)

ADV PART 2B - JB (2/28/2025)

ADV PART 2B - DK (2/28/2025)

Regulatory assets under management

Total Number of Accounts	617
AUM (Assets Under Management)	$ 202,942,595

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

Daniel Milks

FIDUCIARY ORGANIZATION, LLC

IAR

Greenville, SC

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jennifer M. Belshe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Marie Belshe's CRS (Customer Relationship Summary).

Certified licenses

Experience

NOVUS ADVISORS

TRUSTMONT ADVISORY GROUP, INC.

TRUSTMONT FINANCIAL GROUP, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

NOVUS ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/26/2010

SIE

Date: 10/6/2016

Series 7

Date: 6/21/2010

Current Firm

NOVUS ADVISORS

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NOVUS ADVISORS

TRUST BUT VERIFY

Similar Advisors