Jerry Belnap
Jerry Belnap is a registered investment advisor at Calton & Associates, INC., based in McCammon, ID, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.
Location
McCammon, ID
Get directionsHistory
Regulatory History (1)
Criminal
April 2013Other Business Activities
Jerry is a partner in JHB Rentals LLC (Airbnb) and Spitties4Kiddies LLC (online/retail), and volunteers for The Church of Jesus Christ of Latter-Day Saints. He also owns Belnap Financial Advisory for tax purposes and coaches 7th grade football, dedicating about a quarter of his time to coaching.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
PFS Investments INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.