James Brett Belliston

Employer firm

Tanara Wealth Management LLC CRD 340174

$1.09B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2013 → 04/2026
  Andina Capital Management
  Salt Lake City, UT
• 04/2026 → Present
  Tanara Wealth Management, Llc
  Lehi, UT

Previous Registrations

• 2019-01-10 → 2026-04-08
  Andina Advisors
  Logan, UT
  St Augustine, FL
• 2013-09-20 → 2018-12-31
  Andina Advisors
  Logan, UT
  Highland, UT
• 2011-04-18 → 2013-09-17
  Zions Capital Advisors, Inc.
  Provo, UT
  Salt Lake City, UT
• 2004-06-03 → 2009-04-15
  Knox Capital Advisors, Llc
  Draper, UT
• 2004-06-03 → 2004-06-09
  Knox Capital Advisors, Llc
  Draper, UT
• 2004-03-09 → 2004-06-02
  M Holdings Securities, Inc.
  Draper, UT
• 2000-01-11 → 2004-03-08
  Osaic Fa, Inc.
  Salt Lake City, UT

Other Businesses

1. Owner/Manager and Consultant; JETA Family, LLC, Investment-related; Located in St. Augustine, FL; Holding company for other investment vehicles. Entity and Mr. Belliston provides consulting services to multiple private funds. Approximately 10 hours per month, during securities trading hours. 2. Consultant; Andina Capital Partners, LLC; Investment-related; Located in Lehi, UT; Entity and Mr. Belliston provides consulting services to multiple private funds. Approximately 1 hours per month, during securities trading hours. 3. Consultant; Tanara Capital Partners, LLC; Investment-related; Located in Lehi, UT; Entity and Mr. Belliston provides consulting services to multiple private funds. Approximately 20 hours per month, during securities trading hours. 4. Owner; Caicos Family Offices, LLC; Located in St. Augustine, FL; Entity formed to oversee Mr. Belliston's personal accounting. Approximately 10 hours per month, during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-06-12
• S63 Uniform Securities Agent State Law Examination
  1993-10-04

Designations

• Certified Financial Planner

Other Names

• James Brettly Belliston
• Brett Belliston
• J. Brett Belliston