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RIA / WealthAdvisorCertified Financial Planner20 years in industry

JEFFREY BYRON BELMONTE

Advisor at SUMMITVIEW ADVISORS

BELMONT, MI

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Search this name across graphsid dfx:ria:2d95f92c-d6f5-3b91-c285-ab8329b05604

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 14, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SUMMITVIEW ADVISORS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 26, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jul 26, 2006
First registration: Sep 14, 2007
Dual registered: no
IAPD individual key: 2022821

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SUMMITVIEW ADVISORS	State registered	Apr 6, 2018	n/a	yes	BELMONT, MI	Current employment
AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC	Former SEC adviser	May 6, 2015	May 1, 2018	no	GRANVILLE, MI	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	May 21, 2010	Feb 17, 2015	no	SARNAC, MI\|GRAND RAPIDS, MI\|ALTO, MI	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Sep 14, 2007	Feb 20, 2009	no	HOLLAND, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC	SUMMITVIEW ADVISORS	May 1, 2018	Apr 6, 2018	-25	Firm change	Other
COMMONWEALTH FINANCIAL NETWORK	AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLC	Feb 17, 2015	May 6, 2015	78	Firm change	Other
WELLS FARGO ADVISORS	COMMONWEALTH FINANCIAL NETWORK	Feb 20, 2009	May 21, 2010	455	Firm change after gap	Wirehouse to ibd

Relationships

Registered with (4)

→ SUMMITVIEW ADVISORSRegistered adviserregistration: current employment
Apr 6, 2018 to presentfactForm ADV
→ AAM FEE-ONLY FINANCIAL PLANNING AND INVESTMENT ADVISORY, LLCRegistered adviserregistration: previous registration
May 6, 2015 to May 1, 2018factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
May 21, 2010 to Feb 17, 2015factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Sep 14, 2007 to Feb 20, 2009factForm ADV

Dated events

No dated event names this entity yet.