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RIA / WealthAdvisor37 years in industry

JAY ALAN MURRAY

Advisor at BELPOINTE ASSET MANAGEMENT LLC

RENO, NV | Lone Tree, CO

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 26, 1999 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: BELPOINTE ASSET MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 21, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jun 21, 1989
First registration: Mar 26, 1999
Dual registered: no
IAPD individual key: 1958868

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
BELPOINTE ASSET MANAGEMENT LLC	Independent wealth	Jan 2, 2019	n/a	yes	Lone Tree, CO\|RENO, NV	Current employment
SOLUTIONS FOR TUITION	n/a	Sep 14, 2010	Sep 20, 2019	no	LONE TREE, CO	Previous registration
GENEOS WEALTH MANAGEMENT, INC.	Bd affiliated wealth	Sep 17, 2004	Dec 31, 2018	no	LONE TREE, CO\|Englewood, CO\|DENVER, CO	Previous registration
ASSET & FINANCIAL PLANNING, LTD	Former SEC adviser	Sep 27, 2002	Oct 28, 2004	no	POUGHKEEPSIE, NY	Previous registration
SCHNEIDER SECURITIES, INC.	n/a	Mar 26, 1999	Aug 19, 2002	no	DENVER, CO	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
SOLUTIONS FOR TUITION	BELPOINTE ASSET MANAGEMENT LLC	Sep 20, 2019	Jan 2, 2019	-261	Firm change after gap	Other
GENEOS WEALTH MANAGEMENT, INC.	SOLUTIONS FOR TUITION	Dec 31, 2018	Sep 14, 2010	-3,030	Firm change after gap	Other
ASSET & FINANCIAL PLANNING, LTD	GENEOS WEALTH MANAGEMENT, INC.	Oct 28, 2004	Sep 17, 2004	-41	Firm change after gap	Other
SCHNEIDER SECURITIES, INC.	ASSET & FINANCIAL PLANNING, LTD	Aug 19, 2002	Sep 27, 2002	39	Firm change	Other

Relationships

Registered with (5)

→ BELPOINTE ASSET MANAGEMENT LLCRegistered adviserregistration: current employment
Jan 2, 2019 to presentfactForm ADV
→ SOLUTIONS FOR TUITIONRegistered adviserregistration: previous registration
Sep 14, 2010 to Sep 20, 2019factForm ADV
→ GENEOS WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Sep 17, 2004 to Dec 31, 2018factForm ADV
→ ASSET & FINANCIAL PLANNING, LTDRegistered adviserregistration: previous registration
Sep 27, 2002 to Oct 28, 2004factForm ADV
→ SCHNEIDER SECURITIES, INC.Registered adviserregistration: previous registration
Mar 26, 1999 to Aug 19, 2002factForm ADV

Dated events

No dated event names this entity yet.