Jeffrey P. Heppard

Employer firm

Belpointe Asset Management LLC CRD 143440

$7.58B regulatory AUM 109 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2006 → 03/2021
  Citigroup Global Markets Inc.
  Marlton, NJ
• 06/2009 → 03/2021
  Morgan Stanley Smith Barney
  Mt. Laurel, NJ
• 03/2021 → Present
  Belpointe Asset Management, Llc
  Reno, NV
• 04/2021 → Present
  Fortune Financial Services
  Monaca, PA

Previous Registrations

• 2011-06-21 → 2021-03-24
  Bcg Securities, Inc.
  Cherry Hill, NJ
• 2009-06-01 → 2011-06-28
  Morgan Stanley
  Mount Laurel, NJ
• 2006-06-15 → 2009-06-01
  Citigroup Global Markets Inc.
  Mt. Laurel, NJ
  Marlton, NJ
  New York, NY
  Marlton, NJ

Other Businesses

1. December 2015, Passive investor in a strip shopping center with Meritus Realty Ventures; Zero hours per week, and I do not plan to solicit any additional investors into this organization. 2. Chaslyn Financial Group, investment-related, same address as branch, company provides investment advisory and insurance solutions, start 03/2021, DBA name for his business services. 3. RIA: BELPOINTE ASSET MANAGEMENT - 500 Damonte Ranch Parkway Bldg 700 Unit 700, Reno Nevada, 89509 - Investment Advisor Representative

Exams

• S66 Uniform Combined State Law Examination
  2003-09-04