J B Belliston, CFP, ChFC

Overview

J B Belliston is an insurance agent and an investment adviser representative based in Lehi, UT, with 33 years in the industry.

Years in the industry

33

States licensed

1

States registered

2

Carrier appointments

10

Contact

1 business email and 2 phone numbers on file

Registrations and licenses

• Licensed in 1 state
• Registered in 2 states

• Producer
• Series 63
• Series 65

2 lines of authority, with every state and its dates

Firms

• Tanara Wealth Management LLCCurrent firm

Employment history since 2000

Carriers

10 active carrier appointments

Book and practice

Firm assets under management on file