Jennifer Belshe
Trusted Holistic Financial Advisors | Empowering Your Financial Future | Co-Founder & Principal at Novus Advisors | Forbes Next 1000 | SCBIZ South Carolina 500
- Role
- Co-founder, Principal & Chief Compliance Officer at Novus Advisors
- Location
- Greenville, SC, US
- LinkedIn followers
- 500 followers
About Jennifer Belshe
Any views expressed are my own and not those of my company or any entity affiliated with my company nor should my participation in LinkedIn be considered an advertisement by my company of its services.
Experience
Co-founder, Principal & Chief Compliance Officer
Mar 2011 — Present · Greenville, SC, US
Novus Advisors is an independent, privately owned, fee-only SEC registered investment advisor. We serve individual and institutional clients across the United States. Our mission is to provide exceptional asset management, educational resources and strategic investment advice to help investors build, maintain and preserve their wealth. As an experienced ERISA 3(38) Investment Manager, Novus Advisors has vast knowledge of retirement plan structures, portfolio construction for retirement plans and fiduciary governance.
Education
Wheaton College
B.A., Business and Economics
2000 — 2003
University of South Florida
FBA Florida Trust School
2006 — 2006
Florida Atlantic University
CFP® Professional Certificate Program
2006 — 2006
Boston University
CFP® Professional Certificate Program
2007 — 2009
Skills
- Retirement Planning
- Business Strategy
- 401k
- Wealth
- Asset Management
- Portfolio Management
- Financial Advisory
- Collective Investment Funds
- Management
- Sales
- Leadership
- Entrepreneurship
- New Business Development
- Asset Allocation
- Mutual Funds
- Financial Planning
- Tactical Asset Management
- Innovation
- Securities
- Estate Planning
- Wealth Management
- Financial Analysis
- Investment Strategies
- Alternative Investments
- Financial Services
- Series 7
- Retirement
- Strategic Financial Planning
- Wealth Management Services
- Erisa
- Strategic Planning
- Fiduciary
- Investment Management
- Finance
- Erisa 3(38)
- Investments
- Investment Advisory
- Series 66
- Marketing
- Iras
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