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Jacob Jerome Bellinger

Godsey & Gibb Wealth Management

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About Jacob Jerome Bellinger

Jacob Bellinger is an Investment Advisor Representative with Godsey & Gibb Wealth Management. Jacob is registered in South Carolina and Virginia. Jacob earned the Series 65 license and has been working in the financial industry since 2022. Jacob is also the owner of Bellingers Stores, an e-commerce reseller on Amazon. Jacob has experience working with a variety of clients including charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth.

Firm Information

Jacob Bellinger is currently registered with Godsey & Gibb Wealth Management. Godsey & Gibb Wealth Management is an investment advisor located in RICHMOND, VA, with approximately $1 billion - $10 billion in regulatory assets under management. The firm provides financial planning, educational seminars, portfolio management for businesses and individuals, and publication of periodicals. They primarily serve individuals other than high-net-worth, high-net-worth individuals, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and banking or thrift institutions. The firm participates in a wrap fee program.
Godsey & Gibb Wealth Management

6806 PARAGON PL, STE 230

RICHMOND, VA 23230

$1.25B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fees, tax preparation fees

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Jacob Bellinger’s Registration & Firm History

VA

11/07/2024 - Present

Godsey & Gibb Wealth Management (RICHMOND VA)

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Licenses & Designations

IA

Issued 07/11/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Jerome Bellinger.
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