Jennifer Belshe
Advisor at Novus Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Novus Advisors
Location
Greenville, SC 29601
Credentials
Series 66
Industry experience
15 years
About
Jennifer Belshe is a financial advisor with Novus Advisors in Greenville, SC, holding a Series 66 designation and 15 years of industry experience. She has held roles at Lafayette Advisors, Novus Wealth Management, and Doc On Call, where she provides oversight and sales/marketing support for telehealth services. In addition to her advisory work, she is involved in insurance sales and administration of multiple employer plans. Novus Advisors manages approximately $203 million across 366 client relationships, offering discretionary and non-discretionary portfolio management, financial and retirement planning for individuals, trusts, estates, charitable and corporate entities, and retirement plans. The firm emphasizes fundamental analysis and employs mutual funds, ETFs, and individual securities, with options for third-party money manager delegation and ERISA-focused fiduciary consulting and investment management services.
Client services
Based on Novus Advisors
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Novus Advisors
Retirement plans for business owners (SEP, solo 401k)
Annuities
Active portfolio management
Tax-loss harvesting
Fee options
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: .85% $5,000,001 - $10,000,000: .65% Over $10,000,000+: .5%
Insurance commissions from sales of fixed-indexed annuities and other insurance products via affiliated insurance agency
Fee-only: Asset management fees as per tiered schedule; Retirement plan advisory fees 0.25% to 1.10%
Location
607 Pendleton Street, Suite 101 B
Greenville, SC 29601
Most active in
Jennifer B has reported serving >5 clients in these states in the last 12 months.
South Carolina
Work history
Flopstrap, Llc
2014 - 2018 (4 years)
Lafayette Advisors
2013 - Present (13 years)
Doc On Call
2013 - Present (13 years)
Novus Wealth Management, Llc
2012 - Present (14 years)
Novus Advisors, LLC
2011 - Present (15 years)
Trustmont Advisory Group, Inc.
2010 - 2016 (6 years)
Trustmont Financial Group, Inc.
2010 - 2016 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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