Jonathan Lapp
Investment adviser representative at Belpointe Asset Management LLC
13 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
13 years in the industry.
- Belpointe Asset Management, LLCJan 2023 to now
- Wealthcare Advisory Partners LLC dba Haven Advisory PartnersNov 2022 to Dec 2022
- Ambassador Advisors LLCApr 2021 to Nov 2022
- American Portfolio Financial ServicesMar 2021 to Nov 2022
- MML Investors Services LLCJan 2014 to Mar 2021
- Mass Mutual Life Insurance CompanyMay 2013 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6265335
- Firm CRD
- 143440