Best Investors Account Sign in

Jason Michael Van Itallie

Belzberg & Co.

New York, NY

Claim This Profile
Current Employers
Belzberg & Co.

680 Fifth Avenue 24Th Floor, New York, NY 10019 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-23
NY RA APPROVED 2026-06-09
  • FL RA
    APPROVED
    Since 2026-07-23
  • NY RA
    APPROVED
    Since 2026-06-09

Branch Locations

680 Fifth Avenue 24Th Floor, New York, NY 10019 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Barclays Capital Inc. New York NY 09/2008 05/2018
Belzberg & Co New York NY 06/2018 Present
Wavecrest Securities Llc New York NY 02/2020 07/2023
Belzberg Capital Llc New York NY 03/2023 Present
  • 09/2008 → 05/2018
    Barclays Capital Inc.
    New York, NY
  • 06/2018 → Present
    New York, NY
  • 02/2020 → 07/2023
    Wavecrest Securities Llc
    New York, NY
  • 03/2023 → Present
    Belzberg Capital Llc
    New York, NY
Other Businesses

BELZBERG & CO. Investment Related: Yes. 589 5TH AVENUE, SUITE 1602. NEW YORK, NY 10017. MANAGING DIRECTOR/FAMILY OFFICE FOR INVESTMENTS. EFFECTIVE: 06/2018. 180 HOURS PER MONTH/115 HOURS PER MONTH DURING MARKET HOURS Belzberg & Co. LLC . Investment Related: Yes. New York, NY. Director. Effective 06/2018. One of three members of the Investment Committee (IC), attending every IC meeting to participate in IC decisions. 180 Hours per month Everberg Capital, LLC. Investment Related: Yes. New York, NY Member of Investment Committee. Effective: 09/2024. One of three members of the Investment Committee (IC), attending every IC meeting to participate in IC decisions. 5 hours per month Bel-Fran Capital. Investment Related: Yes. New York, NY. Consultant. Effective: 06/2018. Offer consulting for non-financial advisory services. 5 Hours per month Balfour Pacific Capital. Investment Related: Yes. New York, NY. Director. Effective: 07/2019. Director of certain Balfour Pacific entities, participating in all board meetings as a director. 5 hours per month Alford & West LLC. Investment Related: Yes. New York, NY. Member and Manager. Effective: 10/2020. Provide general consulting services. 5 hours per month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-09
S63 Uniform Securities Agent State Law Examination 2009-09-14
  • S66 Uniform Combined State Law Examination
    2026-06-09
  • S63 Uniform Securities Agent State Law Examination
    2009-09-14
Other Names
  • Jason Michael Van Itallie

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor