Jeffrey Matthew Belton

Employer firm

Intellicents Investment Solutions Inc CRD 107498

$9.92B regulatory AUM 92 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• 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

• 04/2008 → 02/2019
  Stancorp Equities, Inc.
  Plano, TX
• 01/2009 → 02/2019
  Stancorp Investment Advisers, Inc.
  Plano, TX
• 03/2019 → 12/2019
  Intellicents Investment Solutions Inc.
  Arlington, TX
• 01/2020 → Present
  Intellicents Investment Solutions Inc
  Southlake, TX

Previous Registrations

• 2009-01-09 → 2019-03-01
  Stancorp Investment Advisers, Inc.
  Plano, TX

Other Businesses

1. Town of Shady Shores; Not Investment Related; 101 S. Shady Shores Road, Shady Shores, TX 76208; Municipality; Town Council Member; Start Date: 12/6/2021; 8 hours per month; 0 hours per trading day; Serving as Town Council Member for Shady Shores, TX. 2. intellicents Lone Star, LLC; Yes Investment Related; 330 Morrison Park Dr. Suite 130, Southlake, TX 76092; Investment Advisory; Member; Start Date: 1/1/2022; 1 hour per month; 0 hours per trading day; No specific duties outside existing intellicents duties - passive ownership. 3. intellicents Great Lakes, LLC; Yes Investment Related; 953 Rome Beauty Drive Amherst, OH 44001; Investment Advisory; Member; Start Date: 1/1/2023; 1 hour per month; 0 hours per trading day; No specific duties outside existing intellicents duties-passive ownership.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-12-02
• S63 Uniform Securities Agent State Law Examination
  2005-03-24

Other Names

• Jeff M Beltan