JB
Jonathan Belay
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP
TORRANCE, CA 90501
Some features on this profile are disabled
CRD#: 6375533
JB
Professional summary
Jonathan Belay, who also goes by Jonathan T Belay, Yonathan T Belay, Yonathan Belay, is a registered financial advisor currently at AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. located in Torrance, California and AMERICAN CENTURY INVESTMENT SERVICES INC. located in St. Petersburg, Florida.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Jonathan has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jonathan T Belay | Yonathan T Belay | Yonathan Belay
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Belay's 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®
NoneExperience
Current
August 25, 2020 - Present
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
Office #1: 1306 W Carson St Apt 106, Torrance, CA 90501RIA
CRD#: 290043
TORRANCE, CA
Current
August 25, 2020 - Present
AMERICAN CENTURY INVESTMENT SERVICES INC.
BD
CRD#: 17437
ST. PETERSBURG, FL
Past
July 13, 2018 - August 21, 2020
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
February 27, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SANTA BARBARA, CA
Past
August 29, 2014 - August 5, 2020
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SANTA BARBARA, 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".
AC
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP | AMERICAN CENTURY PRIVATE CLIENT GROUP, INC. | AMERICAN CENTURY PRIVATE CLIENT GROUP | AMERICAN CENTURY PERSONAL FINANCIAL SOLUTIONS, INC. | AMERICAN CENTURY PERSONAL FINANCIAL SOLUTIONS | AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
CRD#: 290043 / SEC#: 801-111963
RIA
Registered Investment Advisory firm - (10/30/2017 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
Alabama(8/25/2020)
RR
Alaska(8/25/2020)
RR
Arizona(8/25/2020)
RR
Arkansas(8/25/2020)
RR
California(8/25/2020)
IAR
California(8/25/2020)
RR
Colorado(8/25/2020)
RR
Connecticut(8/25/2020)
RR
Delaware(8/25/2020)
RR
District of Columbia(8/25/2020)
RR
Florida(8/25/2020)
RR
Georgia(8/25/2020)
RR
Hawaii(8/25/2020)
RR
Idaho(8/25/2020)
RR
Illinois(8/25/2020)
RR
Indiana(8/25/2020)
RR
Iowa(8/25/2020)
RR
Kansas(8/25/2020)
RR
Kentucky(8/25/2020)
RR
Louisiana(8/25/2020)
RR
Maine(8/25/2020)
RR
Maryland(8/25/2020)
RR
Massachusetts(8/25/2020)
RR
Michigan(8/25/2020)
RR
Minnesota(8/25/2020)
RR
Mississippi(8/25/2020)
RR
Missouri(8/25/2020)
RR
Montana(8/25/2020)
RR
Nebraska(8/25/2020)
RR
Nevada(8/25/2020)
RR
New Hampshire(8/25/2020)
RR
New Jersey(8/25/2020)
RR
New Mexico(8/25/2020)
RR
New York(8/25/2020)
RR
North Carolina(8/25/2020)
RR
North Dakota(8/25/2020)
RR
Ohio(8/25/2020)
RR
Oklahoma(8/25/2020)
RR
Oregon(8/25/2020)
RR
Pennsylvania(8/25/2020)
RR
Rhode Island(8/25/2020)
RR
South Carolina(8/25/2020)
RR
South Dakota(8/25/2020)
RR
Tennessee(8/25/2020)
RR
Texas(8/25/2020)
IAR
Texas(8/25/2020)
RR
Utah(8/25/2020)
RR
Vermont(8/25/2020)
RR
Virginia(8/25/2020)
RR
Washington(8/25/2020)
RR
West Virginia(8/25/2020)
RR
Wisconsin(8/25/2020)
RR
Wyoming(8/25/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AC
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP | AMERICAN CENTURY PRIVATE CLIENT GROUP, INC. | AMERICAN CENTURY PRIVATE CLIENT GROUP | AMERICAN CENTURY PERSONAL FINANCIAL SOLUTIONS, INC. | AMERICAN CENTURY PERSONAL FINANCIAL SOLUTIONS | AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
CRD#: 290043 / SEC#: 801-111963
RIA
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Contact information
Main Address
4400 Main Street, Kansas City, MO 64111-7709
Mailing Address
P.o. Box 410141, Kansas City, MO 64141-0141
Phone number
(816) 531-5575
Established
Firm type
Fiscal year end
# of Employees
94
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,044 |
| AUM (Assets Under Management) | $ 1,987,005,678 |
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.
