JL
John G. Lauroesch
BELPOINTE ASSET MANAGEMENT LLC
Delray Beach, FL
Some features on this profile are disabled
CRD#: 846612
JL
Professional summary
John Godfrey Lauroesch, who also goes by Jack Lauroesch, is a registered financial advisor currently at BELPOINTE ASSET MANAGEMENT LLC located in Delray Beach, Florida.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1977. John has worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 1 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jack Lauroesch
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.) Adirondack Health Foundation, not investment related, 193 River Street Saranac Lake, NY 12983, Hospital and related health facilities, Board of Trustees, Start 01/2025, 2 hours per month, 2 hours per month during trading hours
CRS (Client Relationship Summary) - RIA
Click below to view John Godfrey Lauroesch'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
October 14, 2015 - Present
BELPOINTE ASSET MANAGEMENT LLC
RIA
CRD#: 143440
Delray Beach, FL
Past
June 14, 2012 - December 31, 2015
SUMNER FINANCIAL ADVISORS INC
RIA
CRD#: 106571
BETHESDA, MD
Past
November 3, 1989 - August 21, 1992
PIM FINANCIAL SERVICES, INC.
BD
CRD#: 10547
Past
June 28, 1989 - October 4, 1989
HERITAGE FINANCIAL INVESTMENTS CORPORATION
BD
CRD#: 15767
Past
July 13, 1984 - July 15, 1989
PIM FINANCIAL SERVICES, INC.
BD
CRD#: 10547
Past
November 19, 1982 - July 10, 1984
MANNA CAPITAL MANAGEMENT
BD
CRD#: 552
Past
March 2, 1981 - November 8, 1982
LINSCO FINANCIAL GROUP, INC.
BD
CRD#: 524
Past
November 14, 1979 - March 9, 1981
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
Past
September 20, 1978 - December 1, 1979
MOHAWK CAPITAL CORPORATION
BD
CRD#: 6119
Past
December 8, 1977 - November 4, 1978
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
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".
BA
BELPOINTE ASSET MANAGEMENT LLC
ADVANCED PLANNING STRATEGIES | ZIMMERER & TECLE PRIVATE WEALTH MANAGEMENT, LLC | YATRA WEALTH DESIGN | WILCOX FINANCIAL SERVICES | WHITWELL & CO., LLC | WEALTH MANAGEMENT SOLUTIONS, LLC | TWO RIVERS WEALTH ADVISORS, LLC | TWENTY-TWENTY WEALTH & ADVISORY PARTNERS LLC | TUDOR CREST CAPITAL LLC | TODD MANN FINANCIAL SERVICES | TM FINANCIAL PLANNING | THREE PILLARS WEALTH MANAGEMENT, LLC | THORNTON INVESTMENT MANAGEMENT | THOR TRADING GROUP, LLC | THIRD AVENUE WEALTH | THE RETIREMENT ASSET MANAGEMENT GROUP | THE PATRIOT FINANCIAL GROUP, LLC | THE KORNERSTONE GROUP, LLC | THE ALCHEMISTS | T. MANN FINANCIAL | SYNERGY WEALTH MANAGEMENT | SYENA CAPITAL | SUMNER FINANCIAL ADVISORS, LLC | STEVEN L. SCHIPPEL CONSULTING | STEIN CAPITAL MANAGEMENT | SOONER PRIVATE FINANCIAL COUNCIL | SEAHORSE FAMILY OFFICE | SCHRECK WEALTH MANAGEMENT, LLC | SC CAPITAL ADVISORS | SARAH CARR FINANCIAL | SANGWIN INVESTMENTS | SANDERLING PARTNERS | ROWE FINANCIAL | RFS BLAZEI GROUP LLC | REUTER CAPITAL, LLC | RESHAPE WEALTH | REDWOOD FINANCIAL STRATEGIES | REDINGTON INVESTMENTS, LLC | R.D. TUNICK, INC. | PLATINUM FAMILY WEALTH OF BEVERLY HILLS, LLC | PALMERSTON GROUP ADVISORS | PALMER PRIVATE WEALTH | OSTB WEALTH STRATEGIES | OPUS WEALTH MANAGEMENT | OAK LEAF CAPITAL PARTNERS, LLC | NVISION WEALTH | NORTHSTAR FINANCIAL | NAVIGATION WEALTH MANAGEMENT, LLC | MOUNTAIN FINANCIAL CAPITAL | MOULTON WEALTH MANAGEMENT | MONTE RIO PARTNERS | MONGAR FINANCIAL SOLUTIONS | MONEYCOACH | MODERN CAPITAL, INC. | MIKE HINDMAN WEALTH ADVISORS, LLC | MIELE ADVISORY SERVICES, INC. | ME NEXT YEAR | MCLEAN ADVISORY GROUP | MANTZ WEALTH MANAGEMENT GROUP | LRVS ADVISORY GROUP | LIEBAERT ADVISORY GROUP | LEWIS WEALTH MANAGEMENT | LAUREL WEALTH SOLUTIONS | KNH GROUP, LLC | KIMMEL CONSULTING, LLC | KEY CONCERNS, INC. | KELLY DAY FINANCIAL SERVICES | KATSURA ASSET MANAGEMENT | JUMP, PERRY AND COMPANY, LLP | JULIAN WEALTH MANAGEMENT | JIM CIURLIK CONSULTING, INC. | JAG WM CO. | J.O.Y. WEALTH PARTNERS | INNOVATIVE PLANNING PARTNERS | HORST & JAGER | HOLLY WEALTH PLANNING | HAVEN FINANCIAL ADVISORS, LLC | HAVEN ADVISORY PARTNERS | GUARDIAN CAPITAL MANAGEMENT, LLC | GRELLE, JUMP & COMPANY | GREENVILLE FINANCIAL GROUP | GREAT LAKES BAY FINANCIAL | GFO WEALTH MANAGEMENT, LLC | GBJ SCOTT FINANCIAL, INC. | GATEWAY FINANCIAL ADVISORS | FUQUAY FINANCIAL PLANNING | FULL SAIL FINANCIAL | FRUITION FINANCIAL, LLC | FRENCH FINANCIAL GROUP | FINANCIALLY FIT LLC | FINANCIAL DESIGN LABS | EP TREMBLAY & ASSOCIATES, INC. | D.H. HILL ADVISORS, INC. | CREST ADVISORS, LLC | CREATIVE RETIREMENT PLANNING, LLC | CONNECTIVE PORTFOLIO MANAGEMENT | CONE WEALTH MANAGEMENT | CK WEALTH MANAGEMENT GROUP | CHILENO BAY FAMILY OFFICE | CHATHAM STREET ADVISORS | CHASLYN FINANCIAL GROUP, INC. | CB INVESTMENT MANAGEMENT | CARR FINANCIAL | CAPIROS WEALTH MANAGERS | CAPIROS WEALTH MANAGEMENT | BURGESSER WEALTH MANAGEMENT | BROOKS & ASSOCIATES CPAS, INC. | BRIDGEMORE FINANCIAL | BREAKAWAY FINANCIAL GROUP, LLC | BRANDSTRATEGY INVESTMENT MANAGEMENT | BOROUGH WEALTH MANAGEMENT, LLC | BORDE GLOBAL WEALTH MANAGEMENT | BLACK WEALTH FINANCIAL | BIRCHFIELD PARTNERS, LLC | BETTER DIVORCE SOLUTIONS | BELRAY ASSET MANAGEMENT, LLC | BELRAY ASSET MANAGEMENT | BELPOINTE WEALTH MANAGEMENT | BELPOINTE ASSET MANAGEMENT LLC | BELPOINTE | BEALL FINANCIAL PLANNING, INC. | AZER, DRISCOLL & DESIMONE, LLC | ASSET PRESERVATION STRATEGIES, INC. | ASPEN PEAK WEALTH MANAGEMENT, LLC | ASE PRIVATE WEALTH | ASE FINANCIAL ADVISORY GROUP, LLC | APERCU ADVISORS, LLC | ANTHEM ADVISORS, LLC | ANCHORY LLC | AMBRE FINANCIAL | ALETHEIA ADVISORY SERVICES, LLC | AFIN FAMILY WEALTH MANAGEMENT, INC.
CRD#: 143440 / SEC#: 801-69329
RIA
Registered Investment Advisory firm - (6/19/2008 Approved)Connecticut
Registered Investment Advisory firm - (7/30/2008 Terminated)New York
Registered Investment Advisory firm - (10/14/2008 Cancelled)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
Florida(5/18/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 12/1/1977
Registered Representative ExaminationPrincipal/Supervisory Exam
Current Firm
BA
BELPOINTE ASSET MANAGEMENT LLC
ADVANCED PLANNING STRATEGIES | ZIMMERER & TECLE PRIVATE WEALTH MANAGEMENT, LLC | YATRA WEALTH DESIGN | WILCOX FINANCIAL SERVICES | WHITWELL & CO., LLC | WEALTH MANAGEMENT SOLUTIONS, LLC | TWO RIVERS WEALTH ADVISORS, LLC | TWENTY-TWENTY WEALTH & ADVISORY PARTNERS LLC | TUDOR CREST CAPITAL LLC | TODD MANN FINANCIAL SERVICES | TM FINANCIAL PLANNING | THREE PILLARS WEALTH MANAGEMENT, LLC | THORNTON INVESTMENT MANAGEMENT | THOR TRADING GROUP, LLC | THIRD AVENUE WEALTH | THE RETIREMENT ASSET MANAGEMENT GROUP | THE PATRIOT FINANCIAL GROUP, LLC | THE KORNERSTONE GROUP, LLC | THE ALCHEMISTS | T. MANN FINANCIAL | SYNERGY WEALTH MANAGEMENT | SYENA CAPITAL | SUMNER FINANCIAL ADVISORS, LLC | STEVEN L. SCHIPPEL CONSULTING | STEIN CAPITAL MANAGEMENT | SOONER PRIVATE FINANCIAL COUNCIL | SEAHORSE FAMILY OFFICE | SCHRECK WEALTH MANAGEMENT, LLC | SC CAPITAL ADVISORS | SARAH CARR FINANCIAL | SANGWIN INVESTMENTS | SANDERLING PARTNERS | ROWE FINANCIAL | RFS BLAZEI GROUP LLC | REUTER CAPITAL, LLC | RESHAPE WEALTH | REDWOOD FINANCIAL STRATEGIES | REDINGTON INVESTMENTS, LLC | R.D. TUNICK, INC. | PLATINUM FAMILY WEALTH OF BEVERLY HILLS, LLC | PALMERSTON GROUP ADVISORS | PALMER PRIVATE WEALTH | OSTB WEALTH STRATEGIES | OPUS WEALTH MANAGEMENT | OAK LEAF CAPITAL PARTNERS, LLC | NVISION WEALTH | NORTHSTAR FINANCIAL | NAVIGATION WEALTH MANAGEMENT, LLC | MOUNTAIN FINANCIAL CAPITAL | MOULTON WEALTH MANAGEMENT | MONTE RIO PARTNERS | MONGAR FINANCIAL SOLUTIONS | MONEYCOACH | MODERN CAPITAL, INC. | MIKE HINDMAN WEALTH ADVISORS, LLC | MIELE ADVISORY SERVICES, INC. | ME NEXT YEAR | MCLEAN ADVISORY GROUP | MANTZ WEALTH MANAGEMENT GROUP | LRVS ADVISORY GROUP | LIEBAERT ADVISORY GROUP | LEWIS WEALTH MANAGEMENT | LAUREL WEALTH SOLUTIONS | KNH GROUP, LLC | KIMMEL CONSULTING, LLC | KEY CONCERNS, INC. | KELLY DAY FINANCIAL SERVICES | KATSURA ASSET MANAGEMENT | JUMP, PERRY AND COMPANY, LLP | JULIAN WEALTH MANAGEMENT | JIM CIURLIK CONSULTING, INC. | JAG WM CO. | J.O.Y. WEALTH PARTNERS | INNOVATIVE PLANNING PARTNERS | HORST & JAGER | HOLLY WEALTH PLANNING | HAVEN FINANCIAL ADVISORS, LLC | HAVEN ADVISORY PARTNERS | GUARDIAN CAPITAL MANAGEMENT, LLC | GRELLE, JUMP & COMPANY | GREENVILLE FINANCIAL GROUP | GREAT LAKES BAY FINANCIAL | GFO WEALTH MANAGEMENT, LLC | GBJ SCOTT FINANCIAL, INC. | GATEWAY FINANCIAL ADVISORS | FUQUAY FINANCIAL PLANNING | FULL SAIL FINANCIAL | FRUITION FINANCIAL, LLC | FRENCH FINANCIAL GROUP | FINANCIALLY FIT LLC | FINANCIAL DESIGN LABS | EP TREMBLAY & ASSOCIATES, INC. | D.H. HILL ADVISORS, INC. | CREST ADVISORS, LLC | CREATIVE RETIREMENT PLANNING, LLC | CONNECTIVE PORTFOLIO MANAGEMENT | CONE WEALTH MANAGEMENT | CK WEALTH MANAGEMENT GROUP | CHILENO BAY FAMILY OFFICE | CHATHAM STREET ADVISORS | CHASLYN FINANCIAL GROUP, INC. | CB INVESTMENT MANAGEMENT | CARR FINANCIAL | CAPIROS WEALTH MANAGERS | CAPIROS WEALTH MANAGEMENT | BURGESSER WEALTH MANAGEMENT | BROOKS & ASSOCIATES CPAS, INC. | BRIDGEMORE FINANCIAL | BREAKAWAY FINANCIAL GROUP, LLC | BRANDSTRATEGY INVESTMENT MANAGEMENT | BOROUGH WEALTH MANAGEMENT, LLC | BORDE GLOBAL WEALTH MANAGEMENT | BLACK WEALTH FINANCIAL | BIRCHFIELD PARTNERS, LLC | BETTER DIVORCE SOLUTIONS | BELRAY ASSET MANAGEMENT, LLC | BELRAY ASSET MANAGEMENT | BELPOINTE WEALTH MANAGEMENT | BELPOINTE ASSET MANAGEMENT LLC | BELPOINTE | BEALL FINANCIAL PLANNING, INC. | AZER, DRISCOLL & DESIMONE, LLC | ASSET PRESERVATION STRATEGIES, INC. | ASPEN PEAK WEALTH MANAGEMENT, LLC | ASE PRIVATE WEALTH | ASE FINANCIAL ADVISORY GROUP, LLC | APERCU ADVISORS, LLC | ANTHEM ADVISORS, LLC | ANCHORY LLC | AMBRE FINANCIAL | ALETHEIA ADVISORY SERVICES, LLC | AFIN FAMILY WEALTH MANAGEMENT, INC.
CRD#: 143440 / SEC#: 801-69329
RIA
Registered Investment Advisory firm - (6/19/2008 Approved)Connecticut
Registered Investment Advisory firm - (7/30/2008 Terminated)New York
Registered Investment Advisory firm - (10/14/2008 Cancelled)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521
Mailing Address
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521
Phone number
(203) 629-3300
Established
Firm type
Fiscal year end
# of Employees
236
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,788 |
| AUM (Assets Under Management) | $ 6,010,457,854 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/28/2025 | ||
| 01/29/2024 |
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.
