Jerry Leland Belnap

Current Employers

Calton & Associates, Inc.

2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2019-05-31

ID RA
APPROVED

Since 2019-05-31

Branch Locations

Mccammon, ID • United States

2701 N Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States

2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Spitties4Kiddies	Mccammon	ID	04/2011	Present
Waddell & Reed Inc	Chubbuck	ID	08/2012	05/2019
Various Insurance Carriers For W&R Insurance Agencies	Mccammon	ID	08/2012	Present
Jhb Rentals	Mccammon	ID	06/2017	Present
The Church Of Jesus Christ Of Latter-Day Saints	Mccammon	ID	01/2018	Present
Calton & Associates, Inc.	Tampa	FL	05/2019	Present

04/2011 → Present

Spitties4Kiddies

Mccammon, ID
08/2012 → 05/2019

Waddell & Reed Inc

Chubbuck, ID
08/2012 → Present

Various Insurance Carriers For W&R Insurance Agencies

Mccammon, ID
06/2017 → Present

Jhb Rentals

Mccammon, ID
01/2018 → Present

The Church Of Jesus Christ Of Latter-Day Saints

Mccammon, ID
05/2019 → Present

Calton & Associates, Inc.

Tampa, FL

Previous Registrations

2012-08-21 → 2019-05-31

Waddell & Reed

Idaho Falls, ID

Twin Falls, ID

Seattle, WA

Pocatello, ID

Other Businesses

1.) Name of Business: JHB Rentals LLC. Non-Investment related. Address: 10164 S Hall Rd, McCammon, ID 83250. Nature of Business: AIRBNB Rental. Position/Title/Relationship: Partner. Start Date: 06/14/2018. Hours per month: 8. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Coordinate maintenance and housekeeping between stays. 2.) Name of Business: Spitties4Kiddies LLC. Non-Investment related. Address: 10164 S Hall Rd, McCammon, ID 83250. Nature of Business: Online/Retail. Position/Title/Relationship: Partner. Start Date: 04/06/2011. Hours per month: 1. Hours per month during Securities trading hours: 0. Duties/Responsibilities: My wife sews and crochets items that she sells online and locally. She sews out of our home. I keep track of receipts vs expenses for accounting/tax purposes. 3.) Name of Business: The Church of Jesus Christ of Latter-Day Saints. Non-Investment related. Address: 403 W 16th Street, McCammon, ID 83250. Nature of Business: Church organization. Position/Title/Relationship: Volunteer. Start Date: 01/01/2019. Hours per month: 6. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Process/deposit donations and process reimbursement requests. Keep an eye on budget items. Submit reports. 4.) Name of Business: Belnap Financial Advisory. Investment Related. Address: 10164 S Hall Rd, McCammon, ID 83250. Nature of Business: Establishing for tax purposes only. Position/Title/Relationship: Owner. Start Date: 09/27/2021. Hours per month: 0. Hours per month during Securities trading hours: 0. Duties/Responsibilities: None - other than file annual reports as required.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-05-18
S63	Uniform Securities Agent State Law Examination	1995-10-18

S65 Uniform Investment Adviser Law Examination

2012-05-18
S63 Uniform Securities Agent State Law Examination

1995-10-18

View on SEC IAPD