Best Investors Account Sign in
Inactive

Jason Daniel Niccolai

Belpointe Asset Management LLC

Reno, NV

Janesville, WI

Claim This Profile
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
    Belpointe Asset Management Llc
    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

Other Firms

MORGAN STANLEY
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BENJAMIN F. EDWARDS & COMPANY, INC.
LPL FINANCIAL LLC
GW FINANCIAL
TREO VENTURES, LLC
ELEVAGE PARTNERS, LLC

Other Investors

LEONARD R WOHLETZ
ANGEL MARIE SANDOVAL
RYAN SCOTT GROSS
JAMES WARREN FRIEDLAN
SUNTALEE KOOZER
MITCHELL J MOUNTAIN
Alexander Mallett
Jared D Marchegger

Other Offices

MORGAN STANLEY · Reno, NV
EDWARD JONES · RENO, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RENO, NV
BENJAMIN F. EDWARDS & COMPANY, INC. · Reno, NV
LPL FINANCIAL LLC · RENO, NV
GW FINANCIAL · RENO, NV
TREO VENTURES, LLC · RENO, NV
ELEVAGE PARTNERS, LLC · RENO, NV

More in Reno, NV

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor