Advisor at Belpointe Asset Management LLC
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
Belpointe Asset Management LLC
Location
Jacksonville, AL
Credentials
Series 63, Series 65, Series 66
Industry experience
18 years
Fixed fees are negotiable, agreed upon in advance, vary based on service scope; financial planning fees charged on hourly or fixed fee basis, not exceeding $1,200 prepaid for services performed six months or more in advance
Up to $500.00 per hour, time accrued in 15-minute intervals, negotiable and agreed upon in advance
Belpointe Asset Management
2016 - Present (10 years)
First Advisors Capital, Inc.
2014 - 2016 (2 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.
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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Series 66
Anniston, AL
Merrill
Jennifer Edmondson is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to develop strategies that address a range of financial goals, including investing, retirement planning, and saving for unexpected events. Jennifer provides ongoing advice and guidance, adapting portfolios as clients’ needs evolve. She also facilitates access to Bank of America specialists in banking, credit, home financing, and small business solutions. Jennifer holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. She earned her bachelor's degree from Jacksonville State University. In addition to her professional work, she is involved with the Anniston Lions Club and is affiliated with Hill Crest Baptist Church.
Series 66
Anniston, AL
Merrill
Reuben Johnson is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial services industry. He works closely with individuals, business owners, non-profit organizations, and foundations to develop personalized investment strategies that focus on clients and their families. His areas of expertise include education planning, family wealth management, services for endowments and non-profits, legacy planning, philanthropic planning, personal retirement planning, small business strategies, and retirement income. Reuben is committed to fostering long-term relationships and serving as a trusted resource to help clients grow and preserve their financial wealth. Reuben holds a Bachelor of Science degree in Business Administration from Tuskegee University and a Master of Business Administration (MBA) from the University of Alabama in Birmingham. He also holds the Personal Investment Advisor (PIA) professional designation. Beyond his professional activities, Reuben is actively involved in community service, volunteering with organizations such as the Boys and Girls Clubs, March of Dimes, Kiwanis Club of Anniston, The Northeast Alabama Community Foundation, and Alpha Phi Alpha Fraternity. In his personal time, he enjoys basketball, football, golf, tennis, and cycling.
Series 65
Glencoe, AL
Longview Financial Advisors, Inc.
Series 63
Anniston, AL
McNaron Group, Inc.
Series 65
Anniston, AL
McNaron Group, Inc.
Series 65
Anniston, AL
AE Wealth Management, LLC
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