Jerry Leland Belnap
Investment adviser representative at Calton & Associates, Inc.
15 yearsExperience
1 stateRegistered in
$1.6BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Calton & Associates, Inc.May 2019 to now
- The Church of Jesus Christ of Latter-day SaintsJan 2018 to now
- Jhb RentalsJun 2017 to now
- Various Insurance Carriers for W&r Insurance AgenciesAug 2012 to now
- Spitties4kiddiesApr 2011 to now
- Waddell & Reed IncAug 2012 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (ID).
Calton & Associates, Inc.
$1.6BAssets managed
5,283Clients
134Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2661482
- Firm CRD
- 20999