Adviser and broker representative · Calton & Associates, Inc.
Jerry L. Belnap
CRD 2661482 · Tampa, FL
At a glance
Jerry L. Belnap is an investment adviser representative with Calton & Associates, Inc. in Tampa, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jerry’s SEC record dates to 2012, about 14 years ago. Jerry is also registered as a broker representative.
Current advisory firm
- Calton & Associates, Inc.Since May 2019Tampa, FL · $1.6B in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Jerry’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Calton & Associates, Inc.
- Kenneth W. AlbertTampa · Certified Financial Planner
- Daryl A. ArnettTampa
- Rohan BahriTampa
- Reynaldo Batista Jr.Tampa
- Todd S. BenschneiderTampa
- Bart J. BohrerTampa
- Craig E. BrandTampa
- Laurie A. BraulickTampa
Every advisor at Calton & Associates, Inc. →Calton & Associates, Inc.: assets, clients and custodians →Financial advisors in Tampa, FL →Every Calton & Associates, Inc. advisor in Tampa →Advisor Moves: who changed firms this week →