Joseph Peyton Belew

Employer firm

Waverly Advisors, LLC CRD 115332

$29.9B regulatory AUM 69 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2001 → 08/2023
  Us Bancorp Asset Management, Inc.
  Hamilton, OH
• 10/2023 → 12/2024
  9258 Wealth Management, Llc
  Hamilton, OH
• 10/2024 → Present
  Waverly Advisors, Llc
  Hamilton, OH

Previous Registrations

• 2024-04-03 → 2024-12-02
  9258 Wealth Management, Llc
  Blue Ash, OH
  Hamilton, OH
• 2002-01-02 → 2005-12-31
  U.S. Bancorp Asset Management, Inc.
  Hamilton, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-26

Other Names

• Joe Belew