Jonathan Belay
Investment adviser representative at American Century Investments Private Client Group, Inc.
12 yearsExperience
2 statesRegistered in
$2.3BFirm assets
8 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- American Century Investments Private Client Group, Inc.Aug 2020 to now
- American Century Investment Services, Inc.Aug 2020 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to Aug 2020
- Fidelity Brokerage Services LLCJul 2014 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
American Century Investments Private Client Group, Inc.
$2.3BAssets managed
4,107Clients
62Advisers
8 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
- 6375533
- Firm CRD
- 290043