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Jignesh R Jain

Investment Adviser Representative at Belpointe Asset Management LLC

Oak Brook, ILCRD #8158606Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jignesh R. Jain is an investment adviser representative with Belpointe Asset Management LLC in Oak Brook, IL, where they have been registered since 2026. They have worked in the securities industry since 2025. They have passed 2 industry qualification exams, including the Series 65 (investment adviser) and Series 63 (state securities agent). They are registered to provide investment advice in Illinois.

Office

1220 Kensington Rd, Suite #220
Oak Brook, IL 60523

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Illinois

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/29/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 9/29/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Belpointe Asset Management LLCCurrent
1/1/2026 – Oak Brook, IL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. AFIN Wealth Management
    Aug 2025 – Dec 2025Oakbrook, IL
  2. Amplified Planning
    Aug 2024 – Jul 2025Schaumburg, IL
  3. Unemployed
    Apr 2024 – Jul 2024Schaumburg, IL
  4. NEC Corporation of America
    Jan 2011 – Mar 2024Irving, TX
  5. Belpointe Asset Management
    Sep 2025 – no end date reportedReno, NV
  6. AFIN Wealth Management
    Jan 2026 – no end date reportedOakbrook, IL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Belpointe Asset Management LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsOther Investment AdvisersCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
169
Offices listed on AdvisorFinder:
23
Main office:
Reno, NV
SEC file number:
801-69329

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 13, 2026

View full firm profile

Other advisors at Belpointe Asset Management LLC

Showing 12 of 169 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jignesh R Jain 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jignesh R Jain (Belpointe Asset Management) | AdvisorFinder