Advisor at Calton & Associates, Inc.
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
Calton & Associates, Inc.
Location
Mc Cammon, ID
Credentials
Series 63, Series 65
Industry experience
30 years
Jerry Belnap is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Calton & Associates since 2019 and previously spent seven years with Waddell & Reed Inc. Outside of his advisory role, he is involved in volunteer work for The Church of Jesus Christ of Latter Day Saints and manages accounting for a small retail business operated by his wife. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations and multiple program structures, combining fee-based and commissionable brokerage and insurance products.
Based on Calton & Associates, Inc.
Based on Calton & Associates, Inc.
Financial planning services may be charged a flat fee, negotiable; retirement plan consulting may be charged a flat fee up to $50,000
Up to 2.60% annually (negotiable by client and IAR)
Commission charged on securities and insurance products purchased and sold; separate from advisory fees
Financial planning and retirement plan consulting services may be charged hourly up to $500/hour
Performance-based fees charged for certain clients generally with net worth over $2,200,000 or at least $1,100,000 assets; fixed fee up to 25% of account balance quarterly in advance plus performance fee up to 10% of net increase charged quarterly in arrears
Account minimum: $50,000 Fee-only: Investment advisory fees based on assets under management up to 2.60%, negotiable; financial planning fees charged as flat fee or hourly, negotiable; retirement plan consulting fees charged as flat fee, AUM percentage (up to 1.5%), or hourly (up to $500/hour)
Mc Cammon, ID
Idaho
Calton & Associates, Inc.
2019 - Present (7 years)
The Church Of Jesus Christ Of Latter Day Saints
2018 - Present (8 years)
Jhb Rentals
2017 - Present (9 years)
Various insurance carriers for W&R insurance agencies
2012 - Present (14 years)
Waddell & Reed Inc
2012 - 2019 (7 years)
Spitties4 Kiddies
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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