Jonathan Bellm

DSG CAPITAL ADVISORS

EDINA, MN 55435

Some features on this profile are disabled

CRD#: 7593289

Professional summary

Jonathan Bellm is a registered financial advisor currently at DSG CAPITAL ADVISORS, LLC located in Edina, Minnesota.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jonathan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Business: The Kelton Financial Group Address: 11 Sunset Dr, Latham, NY, 12110-2103, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/12/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: wealth services associate

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Bellm'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 12, 2025 - Present

DSG CAPITAL ADVISORS, LLC

Office #1: 7760 France Avenue South Suite 815, Edina, MN 55435

RIA

CRD#: 332056

EDINA, MN

Past

February 14, 2023 - June 10, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

LATHAM, NY

Past

November 3, 2022 - June 10, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

LATHAM, 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".

DSG CAPITAL ADVISORS, LLC

DSG ADVISORS | HIGHLAND HOLDINGS, LLC | DSG CAPITAL ADVISORS, LLC

CRD#: 332056 / SEC#: 801-130879

RIA

Registered Investment Advisory firm - (8/8/2024 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

Minnesota
(6/12/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/29/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/3/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/14/2019

Securities Industry Essentials Examination

Current Firm

DSG CAPITAL ADVISORS, LLC

DSG ADVISORS | HIGHLAND HOLDINGS, LLC | DSG CAPITAL ADVISORS, LLC

CRD#: 332056 / SEC#: 801-130879

RIA

Registered Investment Advisory firm - (8/8/2024 Approved)

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

7760 France Avenue South Suite 815, Edina, MN 55435

Mailing Address

Phone number

(612) 515-9900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DSG ADVISORS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (10/6/2025)

Regulatory assets under management

Total Number of Accounts	493
AUM (Assets Under Management)	$ 683,836,020

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

Chad Rusten

ELEMENT SQUARED PRIVATE WEALTH

IAR

Minneapolis, MN

Janai Deitt

THRIVENT INVESTMENT MANAGEMENT INC.

IAR

McKinney, TX

Steven Schmidt

LPL ENTERPRISE, LLC

IAR

ST. LOUIS PARK, MN

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jonathan Bellm

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Bellm's CRS (Customer Relationship Summary).

Certified licenses

Experience

DSG CAPITAL ADVISORS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

DSG CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/29/2022

Series 7TO

Date: 11/3/2022

SIE

Date: 11/14/2019

Current Firm

DSG CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DSG CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors