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JB
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John Beloin

Commonwealth Financial Network
27 Years of Experience
West Hartford, CT
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

John Beloin is a registered investment advisor at Commonwealth Financial Network, based in West Hartford, CT, with 27 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

West Hartford, CT

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2014
Denied
Customer Dispute
January 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John sells fixed insurance, dedicating about 10-20% of his time to this activity. He also owns Beloin Investment Group, LLC, which facilitates securities, advisory, and insurance business, taking about a quarter of John's time.

Employment History
Current Registrations
Commonwealth Financial Network
January 2025 - Present · 1 yr 9 mos
Commonwealth Financial NetworkBroker
January 2025 - Present · 1 yr 9 mos
Commonwealth Financial Network
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
October 2021 - February 2025 · 3 yrs 4 mos
Cambridge Investment Research Advisors, INC.
October 2021 - February 2025 · 3 yrs 4 mos
Janney Montgomery Scott LLCBroker
November 2019 - October 2021 · 1 yr 11 mos
Janney Montgomery Scott LLC
November 2019 - October 2021 · 1 yr 11 mos
LPL Financial LLC
October 2011 - December 2019 · 8 yrs 2 mos
LPL Financial LLCBroker
October 2011 - December 2019 · 8 yrs 2 mos
Uvest Financial Services Group, INC.
February 2010 - October 2011 · 1 yr 8 mos
Uvest Financial Services Group, INC.Broker
February 2007 - October 2011 · 4 yrs 8 mos
Webster Investment Services, INC.Broker
July 1999 - February 2007 · 7 yrs 7 mos
Fidelity Brokerage Services, INC.Broker
November 1998 - July 1999 · 8 mos
State Registrations8 states
CTDEFLMAMENCNYRI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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John Beloin - Financial Advisor | TrueAdvisor