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Jeffery Belzeski

Hornor, Townsend & Kent, LLC
16 Years of Experience
Leawood, KS
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jeffery Belzeski is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Leawood, KS, with 16 years of industry experience. Jeffery is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B in assets under management.

Hornor, Townsend & Kent, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
464 advisors
Number of Clients
28,369 clients
Average Client Portfolio
$318K average
Assets Under Management
$9.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.

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

Location

4000 West 114th Street, Suite 140, Leawood, KS, 66211

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History

Regulatory History (1)
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.
Financial
March 2017
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffery works as an agent at 1847Financial, an insurance brokerage, selling and servicing insurance products including Penn Mutual Life products, dedicating about half of his time. He is also a partner at Total Financial Partners, a life insurance brokerage, dedicating about 10-20% of his time to life insurance sales and financial advisory work.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
July 2024 - Present · 2 yrs 3 mos
Hornor, Townsend & Kent, LLCBroker
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
MML Investors Services, LLC
June 2022 - April 2024 · 1 yr 10 mos
MML Investors Services, LLCBroker
May 2022 - April 2024 · 1 yr 11 mos
Park Avenue Securities LLC
July 2020 - May 2022 · 1 yr 10 mos
Park Avenue Securities LLCBroker
April 2020 - May 2022 · 2 yrs 1 mo
Woodbury Financial Services, INC.
July 2017 - June 2018 · 11 mos
Woodbury Financial Services, INC.Broker
July 2017 - June 2018 · 11 mos
Principal Securities, INC.
September 2016 - July 2017 · 10 mos
Principal Securities, INC.Broker
February 2013 - July 2017 · 4 yrs 5 mos
MML Investors Services, LLCBroker
May 2012 - February 2013 · 9 mos
New England SecuritiesBroker
February 2011 - March 2012 · 1 yr 1 mo
Northwestern Mutual Investment Services, LLCBroker
October 2007 - December 2010 · 3 yrs 2 mos
State Registrations7 states
FLKSMNMOOKTXWA
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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