Jeffrey Matthew Belton
Investment Adviser Representative at Intellicents Investment Solutions Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffrey Matthew Belton is an investment adviser representative with Intellicents Investment Solutions Inc in Southlake, TX, where they have been registered since 2019. They have worked in the securities industry since 2005 and were previously registered with Stancorp Investment Advisers, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Oklahoma, Texas, and Washington.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Oklahoma, Texas, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Stancorp Equities, Inc.Apr 2008 – Feb 2019Plano, TX
- Stancorp Investment Advisers, Inc.Jan 2009 – Feb 2019Plano, TX
- Intellicents Investment Solutions Inc.Mar 2019 – Dec 2019Arlington, TX
- Intellicents Investment Solutions IncJan 2020 – no end date reportedSouthlake, TX
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Intellicents Investment Solutions Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- ERISA 3(21) Non-Discretionary - Retirement Plan0.85%
- ERISA 3(38) Discretionary - Retirement Plan1.20%
- HSA Consulting Services0.35%
- Individual Wealth Management1.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 59
- Offices listed on AdvisorFinder:
- 9
- Main office:
- Albert Lea, MN
- SEC file number:
- 801-51382
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 1, 2026
View full firm profileOther advisors at Intellicents Investment Solutions Inc
Showing 12 of 59 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Matthew Belton has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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