Jeffrey P. Heppard
Investment adviser representative at Belpointe Asset Management LLC
20 yearsExperience
1 stateRegistered in
$7.6BFirm assets
18 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Fortune Financial ServicesApr 2021 to now
- Belpointe Asset Management, LLCMar 2021 to now
- Morgan Stanley Smith BarneyJun 2009 to Mar 2021
- Citigroup Global Markets Inc.Feb 2006 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Belpointe Asset Management LLC
$7.6BAssets managed
7,604Clients
171Advisers
18 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
- 4674990
- Firm CRD
- 143440