seller-profile

JT Belnap

Treasure Valley Financial Planning

3080 E. Gentry Way #205

Meridian, ID 83642

208-813-9500

Connect with JT

General Information

No.of Employees

5-9

CRD#

5598602

Firm CRD#

170602

Name of Custodial Firm

TD Ameritrade

States Licensed in

All

Years of Experience in Financial Services

30

Number of Years with Current Firm

2

I work with the following types of clients

Pre-retirees & Retirees

Advisory Services Provided

Estate Planning & Trusts, Retirement Planning, Tax Advice and Services

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 63, Series 6, Series 7, Series 65

Insurance and Annuity Licenses

Health, Life

Firm Information

Firm's Number of Clients

125

Assets Managed by Firm

$60,000,000

Advisor's Number of Clients

125

Assets Managed by Advisor

$60,000,000

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets