Jonathan
Belay
American Century Investments Private Client Group, Inc
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About this Advisor
Jonathan Belay is a financial advisor based in Torrance, California, working with American Century Investments Private Client Group, Inc. Jonathan has previously held positions at Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, and American Century Investment Services, Inc. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Jonathan is part of American Century Investments Private Client Group, Inc, which operates out of Torrance, California. The firm has 5 offices and 102 employees. The firm manages assets totaling $1.9 billion. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and educational seminars. The fee structure at American Century Investments Private Client Group, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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American Century Investments Private Client Group, Inc Brokerage Details
$1,866,781,488
102
3,717
$502,228
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jonathan Belay Work History
American Century Investment Services, Inc
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
Disclosures
Please visit the SEC profile of Jonathan Belay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at American Century Investments Private Client Group, Inc
Leawood, KS
Los Angeles, CA
Kansas City, MO
Kansas City, MO
Torrance, CA
Concordia, KS
Kansas City, MO
Geneva, IL
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