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Jason Michael Van itallie

Belzberg Capital

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About Jason Michael Van itallie

Jason Van itallie is a registered representative with Belzberg Capital, a firm that is currently ACTIVE in the BrokerCheck scope. Jason has been in the securities industry since September 2004. Jason currently holds Series 7, Series 24, Series 79TO, Series 99TO and SIE licenses. Jason also holds a Series 63 state license. Jason is registered in 5 states, California, New York, Ohio, Pennsylvania and Texas. Prior to joining Belzberg Capital, Jason was a registered representative with WAVECREST SECURITIES LLC from February 2020 to July 2023. Jason was previously with Barclays Capital Inc. from September 2008 to May 2018, and Lehman Brothers Inc. from December 2002 to September 2008.

Firm Information

Jason Van itallie is currently registered with Belzberg Capital. Belzberg Capital is a Limited Liability Company formed in April 2021. The firm is registered in six states: California, Connecticut, New York, Ohio, Pennsylvania, and Texas. They also have one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

7

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.

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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Jason Van itallie’s Registration & Firm History

NY

06/23/2023 - Present

Belzberg Capital (New York NY)

NY

02/07/2020 - 07/12/2023

WAVECREST SECURITIES LLC (NEW YORK NY)

NY

09/22/2008 - 05/24/2018

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

12/18/2002 - 09/22/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/14/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/28/2017

Series 24 - General Securities Principal Examination

BC

Issued 06/23/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/24/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Michael Van itallie.
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