Jonathan Andrew Farmer
Investment adviser representative at Belzberg & Co.
10 yearsExperience
4 statesRegistered in
$2.3BFirm assets
5 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 assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Belzberg & Co.Jul 2026 to now
- Belzberg CapitalJun 2026 to now
- Belzberg Investments LLC (dba Belzberg & Co.)Jun 2026 to now
- Morgan Stanley Smith Barney LLCAug 2022 to Jun 2026
- Fidelity InvestmentsJun 2021 to Jul 2022
- Roger Williams UniversityAug 2016 to May 2021
- Bielonko FarmsJul 2016 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, NY, TX).
Belzberg & Co.
Legal name: Belzberg Investments LLC
$2.3BAssets managed
117Clients
6Advisers
5 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
- 7403276
- Firm CRD
- 315114