Alexander Jay Milton

Employer firm

Belpointe Asset Management LLC CRD 143440

$7.58B regulatory AUM 109 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2025 → Present
  Afin Family Wealth Management
  Munster, IN
• 01/2025 → 04/2025
  Cetera Investment Services Llc
  St Cloud, MN
• 02/2024 → 01/2025
  Afin Family Wealth Management
  Munster, IN
• 09/2022 → 02/2024
  Brightview
  Boynton Beach, FL
• 03/2022 → 09/2022
  Normandy Center For Nursing And Healing
  Jacksonville, FL
• 02/2021 → 03/2022
  Landshark Bar & Grill
  Jacksonville, FL
• 08/2020 → 01/2021
  Millers Ale House
  Jacksonville, FL
• 10/2017 → 02/2020
  Longhorn Steakhouse
  Lake City, FL
• 09/2018 → 08/2019
  Florida Gateway College
  Lake City, FL
• 09/2015 → 12/2016
  Southeastern University
  Lakeland, FL
• 01/2017 → 08/2017
  University Of North Carolina At Charlotte
  Charlotte, NC
• 01/2017 → 09/2017
  Outback Steakhouse
  Charlotte, NC
• 03/2020 → 07/2020
  Unemployed
  Lake City, FL
• 10/2017 → 01/2018
  Kelly Services
  Lake City, FL
• 05/2025 → Present
  Belpointe Asset Management Llc
  Rena, NV

Other Businesses

1) INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; 9610 N Centennial Dr Suite E Munster, IN 46321; FIXED INSURANCE SALES,INDEPENDENT INSURANCE AGENT; START 02/2024 ,SELLING FIXED INSURANCE PRODUCTS.

Exams

• S66 Uniform Combined State Law Examination
  2025-05-09

Other Names

• Alex Jay Milton