Jennifer
Belshe

Novus Advisors

CRD#5730000
Investment Advisor
in Greenville, SC

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About this Advisor

Jennifer Belshe is a financial advisor based in Greenville, South Carolina, working with Novus Advisors. Jennifer has previously held positions at Trustmont Financial Group, Inc, Trustmont Advisory Group, Inc, Novus Advisors, LLC, Lafayette Advisors, Flopstrap, LLC, Novus Wealth Management, LLC, and Doc On Call. Jennifer has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Jennifer is part of Novus Advisors, which operates out of Greenville, South Carolina. The firm has 3 offices and 7 employees. The firm manages assets totaling $211.8 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Novus Advisors includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

607 Pendleton Street Suite 101-B
Greenville, SC 29601

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Novus Advisors Brokerage Details

Total Assets Under Management

$211,796,328

SC Average: $646,059,043
Total Number of Employees

7

SC Average: 13
Total Number of Accounts

559

SC Average: 661
Average Account Size

$378,884

SC Average: $977,396

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jennifer Belshe Work History

2013 - Present (11 years)

Lafayette Advisors

2013 - Present (11 years)

Doc On Call

2012 - Present (12 years)

Novus Wealth Management, LLC

2011 - Present (13 years)

Novus Advisors, LLC

2014 - 2018 (4 years)

Flopstrap, LLC

2010 - 2016 (6 years)

Trustmont Financial Group, Inc

2010 - 2016 (6 years)

Trustmont Advisory Group, Inc

Disclosures

Please visit the SEC profile of Jennifer Belshe 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 Novus Advisors

Jennifer Belshe
Greenville, SC
Christopher Connelly
Greenville, SC
Richard Humphreys
Greenville, SC
Denis Knapschaefer
North Myrtle Beach, SC
John Riggs
Longwood, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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