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Jason Daniel Niccolai

Belpointe Asset Management LLC

Reno, NV

Janesville, WI

CRD 8165470

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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:

Current Employers
Belpointe Asset Management Llc

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-09-19
  • WI RA
    APPROVED
    Since 2025-09-19

Branch Locations

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

1 Parker Place, Suite 600, Janesville, WI 53545 • 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
Three Pillars Wealth Management Janesville WI 02/2025 Present
Belpointe Asset Management Llc Reno NV 09/2025 Present
Amtec Corporation Janesville WI 05/2020 02/2025
Ssi Technologies, Inc. Janesville WI 05/2013 05/2020
  • 02/2025 → Present
    Three Pillars Wealth Management
    Janesville, WI
  • 09/2025 → Present
    Reno, NV
  • 05/2020 → 02/2025
    Amtec Corporation
    Janesville, WI
  • 05/2013 → 05/2020
    Ssi Technologies, Inc.
    Janesville, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-12
  • S65 Uniform Investment Adviser Law Examination
    2025-09-12

View on SEC IAPD

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