JB
James Brett Belliston
CRD 2402952
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Tanara Wealth Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Andina Capital Management, Llc
Owner · 25% – 50% · Dec 2024
-
K Fund Capital Management, Llc
Trustee Of Jb Belliston Family Trust · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗