JB
Jacob J. Bellinger
GODSEY & GIBB WEALTH MANAGEMENT
Richmond, VA 23230
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CRD#: 7678556
JB
Professional summary
Jacob Jerome Bellinger II is a registered financial advisor currently at GODSEY & GIBB WEALTH MANAGEMENT located in Richmond, Virginia.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jacob has worked at 2 firms and has passed the Series 65 exam.
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.
Jacob Bellinger owns Bellingers Stores. This is located at 725 Coleman Blvd, Mt. Pleasant, SC, 29464. This is a non investment related activity. The nature of the business is an e-commerce reseller on Amazon. Mr. Bellinger is the owner/operator and has been in business since 06/01/2019. Mr. Bellinger spends approximately 60-80 hours per month or 20 hours per week on this business and none during securities trading hours. Mr. Bellinger's duties include managing the sales business.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Jerome Bellinger II'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
November 7, 2024 - Present
GODSEY & GIBB WEALTH MANAGEMENT
Office #1: 6806 Paragon Pl, Ste 230, Richmond, VA 23230RIA
CRD#: 105650
Richmond, VA
Past
July 11, 2023 - November 15, 2024
MORRIS FINANCIAL CONCEPTS, INC.
RIA
CRD#: 114862
MOUNT PLEASANT, 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".
G&
GODSEY & GIBB WEALTH MANAGEMENT
GODSEY & GIBB ASSOCIATES | PLANNED AHEAD BY GODSEY & GIBB WEALTH MANAGEMENT | GODSEY & GIBB WEALTH MANAGEMENT | GODSEY & GIBB INC
CRD#: 105650 / SEC#: 801-23685
RIA
Registered Investment Advisory firm - (3/5/1985 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
Virginia(11/7/2024)
Current Firm
G&
GODSEY & GIBB WEALTH MANAGEMENT
GODSEY & GIBB ASSOCIATES | PLANNED AHEAD BY GODSEY & GIBB WEALTH MANAGEMENT | GODSEY & GIBB WEALTH MANAGEMENT | GODSEY & GIBB INC
CRD#: 105650 / SEC#: 801-23685
RIA
Registered Investment Advisory firm - (3/5/1985 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6806 Paragon Pl, Ste 230, Richmond, VA 23230
Mailing Address
Phone number
(804) 285-7333
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (37 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,787 |
| AUM (Assets Under Management) | $ 1,396,829,464 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/30/2025 | ||
| 05/29/2024 | ||
| 05/11/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GODSEY & GIBB WEALTH MANAGEMENT
CRD#: 105650Richmond, VA 23230TRUST BUT VERIFY
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