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Jonathan Belay

American Century Investments Private Client Group, Inc.

Torrance, CA

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Current Employers
American Century Investments Private Client Group, Inc.

4400 Main Street, Kansas City, MO 64111-7709 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-08-25
TX RA APPROVED_RES 2020-08-25
  • CA RA
    APPROVED
    Since 2020-08-25
  • TX RA
    APPROVED_RES
    Since 2020-08-25

Branch Locations

Torrance, CA • 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
Fidelity Brokerage Services Llc Salt Lake City UT 07/2014 08/2020
Fidelity Personal And Workplace Advisors Boston MA 07/2018 08/2020
American Century Investment Services, Inc. Kansas City MO 08/2020 Present
  • 07/2014 → 08/2020
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 07/2018 → 08/2020
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 08/2020 → Present
    American Century Investment Services, Inc.
    Kansas City, MO
Previous Registrations
  • 2018-07-13 → 2020-08-21
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2017-02-27 → 2018-07-13
    Strategic Advisers Llc
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-22
S63 Uniform Securities Agent State Law Examination 2014-10-06
  • S65 Uniform Investment Adviser Law Examination
    2017-02-22
  • S63 Uniform Securities Agent State Law Examination
    2014-10-06
Other Names
  • Jonathan T Belay
  • Yonathan T Belay
  • Yonathan Belay

View on SEC IAPD

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