Jonathan Bellm
Investment adviser representative at Dsg Capital Advisors, LLC
11 yearsExperience
1 stateRegistered in
$780.3MFirm assets
2 yearsFirm in business
Are you Jonathan Bellm? Claim your profile
Contact this firm
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
Experience
11 years in the industry.
- Dsg Capital Advisors, LLCJun 2025 to now
- Raymond James Financial Services, Inc.Jul 2022 to Jun 2025
- Cambridge TrustOct 2021 to Jun 2022
- Solidifi Title & ClosingAug 2020 to Sep 2021
- NAJun 2020 to Jul 2020
- Citizens BankApr 2020 to May 2020
- Groom MateOct 2019 to Apr 2020
- NAApr 2019 to Sep 2019
- Fidelity InvestmentsMay 2018 to Mar 2019
- United Natural FoodsApr 2018 to May 2018
- Fidelity InvestmentsJan 2018 to Mar 2018
- Precise PackagingOct 2017 to Dec 2017
- NAAug 2017 to Sep 2017
- UncwMay 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MN).
Dsg Capital Advisors, LLC
$780.3MAssets managed
115Clients
6Advisers
2 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
- 7593289
- Firm CRD
- 332056