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Jacob Menden

Belpointe Asset Management LLC

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About Jacob Menden

Jacob Menden is a financial professional with over 10 years of experience in the industry. Jacob is currently registered with Belpointe Asset Management LLC in Wisconsin as an Investment Advisor Representative. Jacob's career has included roles with BMO Harris Bank, Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. Jacob specializes in providing financial planning and portfolio management for individuals and businesses. Jacob holds Series 6, 63, and 65 licenses. Jacob is an active member of the financial community and is committed to providing his clients with the highest level of service and expertise.

Firm Information

Jacob Menden is currently registered with Belpointe Asset Management LLC. Belpointe Asset Management LLC is an investment advisor based in Reno, NV. The firm manages $4.30 billion in assets for a range of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Belpointe Asset Management offers a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. The firm participates in a wrap fee program.
Belpointe Asset Management LLC

500 DAMONTE RANCH PARKWAY

RENO, NV 89521

$4.30B

Assets Under Management

109

Total Clients

129

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jacob Menden’s Registration & Firm History

NV

01/02/2024 - Present

Belpointe Asset Management LLC (RENO NV)

WI

04/04/2018 - 01/05/2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GERMANTOWN WI)

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Licenses & Designations

IA

Issued 12/29/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/28/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Menden.
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