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Jake V Belden

Investment adviser representative at Money Concepts Advisory Service
11 yearsExperience
1 stateRegistered in
$4.1BFirm assets
35 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 feeOther

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.

  1. Money Concepts Capital CorpAug 2026 to now
  2. Money Concepts Advisory ServicesMay 2026 to now
  3. Jvb Property HoldingsAug 2024 to now
  4. Smart Buy AutoJun 2018 to now
  5. Belrose IndustriesApr 2019 to Apr 2026
  6. Electrical WholesalersMar 2018 to May 2018
  7. EnterpriseJun 2015 to Feb 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (CT).

Money Concepts Advisory Service

Legal name: Money Concepts Capital Corp

$4.1BAssets managed
17,032Clients
386Advisers
35 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
8242538
Firm CRD
12963
Advisor's SEC record (opens in a new tab)
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