Jeffrey Edward Belokin

Current Employers

Employment History

• 10/2008 → 08/2017
  Waddell & Reed, Inc
  Tucson, AZ
• 03/2009 → 08/2017
  Various Insurance Carriers For W&R Insurance Agencies
  Tucson, AZ
• 05/2011 → Present
  Bni
  Tucson, AZ
• 11/2011 → Present
  Team Lizzie Bell
  Tucson, AZ
• 05/2010 → 10/2016
  Y-Cross Management
  Tucson, AZ
• 08/2017 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 08/2017 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Tucson, AZ
• 01/2024 → Present
  Osaic Wealth, Inc.
  Tucson, AZ

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Tucson, AZ
• 2017-08-17 → 2019-03-01
  Questar Asset Management, Inc.
  Oro Valley, AZ
  Minneapolis, MN
  Tucson, AZ
• 2017-08-11 → 2017-08-23
  Waddell & Reed
  Scottsdale, AZ
  Tucson, AZ

Other Businesses

1. WEALTH BUILDING STRATEGIES POSITION: Investment Advisor Representative. NATURE: Investment advisor for fee based accounts INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/31/2017 ADDRESS: 3017 W. Ina Rd, Tucson AZ 85741, United States DESCRIPTION: Investment advisor for fee based accounts 2. WEALTH BUILDING STRATEGIES POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 15 START DATE: 08/16/2017 ADDRESS: 3017 W. Ina Rd, Tucson AZ 85741, United States DESCRIPTION: Insurance Agent for fixed, life, disability, and LTC. 3. WEALTH BUILDING STRATEGIES, INC. POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 08/16/2017 ADDRESS: 7230 N. La Canada Dr., 110, Tucson AZ 85704, United States DESCRIPTION: Sales and service agent for fixed insurance business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-21
• S63 Uniform Securities Agent State Law Examination
  2009-02-06

Other Names

• Jeffrey Belokin
• Jef Belokin