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James Brett Belliston

MERCATUS PARTNERS, LLC·LEHI, Utah
Series 6, Series 7, Series 22, Series 24, Series 31, Series 53, Series 62, Series 63, Series 6526 years registeredMERCATUS PARTNERS, LLC
2600 EXECUTIVE PARKWAY, LEHI, UT 84043CRD# 2402952Firm CRD# 318368

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Brett Belliston · LEHI, UT
Registration
CRD #2402952 · MERCATUS PARTNERS, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

TANARA WEALTH MANAGEMENT LLC
Apr 2026 – present
ANDINA ADVISORS
Jan 2019 – Apr 2026
St Augustine, FL
ANDINA FAMILY OFFICES
Sep 2013 – Dec 2018
LEHI, UT
CONTANGO CAPITAL ADVISORS, INC.
Apr 2011 – Sep 2013
PROVO, UT
KNOX CAPITAL ADVISORS, LLC
Jun 2004 – Apr 2009
DRAPER, UT
THE CAPITAL GROUP INVESTMENT ADVISORS, LLC
Jun 2004 – Jun 2004
DRAPER, UT
M HOLDINGS SECURITIES, INC.
Mar 2004 – Jun 2004
DRAPER, UT
LINCOLN FINANCIAL ADVISORS CORPORATION
Jan 2000 – Mar 2004
SALT LAKE CITY, UT
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 22
Series 24
Series 31
Series 53
Series 62
Series 63
Series 65
Registration record
First registered · January 11, 2000
Years registered · 26
03

Disclosure History

2013Customer Dispute·Denied
2005Employment Separation After Allegations

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Introduction

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04

Frequently Asked Questions

What services does James Brett Belliston offer?
James Brett Belliston is a registered financial advisor in LEHI, Utah. Contact their office for details on services offered.
What are James Brett Belliston's credentials?
James Brett Belliston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Brett Belliston located?
James Brett Belliston is based in LEHI, Utah, working with MERCATUS PARTNERS, LLC. Their office serves clients in the LEHI metropolitan area and surrounding communities.
How large is MERCATUS PARTNERS, LLC?
MERCATUS PARTNERS, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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LEHI, UT

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