Janet Bellezza, financial advisor Tafton PA

Janet Bellezza

CRD Number: 4932020
Current Firm: Edelman Financial Engines

Janet Bellezza (CRD# 4932020) is an Investment Advisor Representative working at Edelman Financial Engines in Tafton, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Engines Advisors LLC Sunnyvale, CA Nov 2018 - Current 5
Edelman Financial Services, LLC Fairfax, VA Mar 2014 - Nov 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2005
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Janet Bellezza
Phone Number: 408-498-6000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    241,970
    MILLIONS
  • Total Number of Accounts
    1,594,707
    ACCOUNTS
  • Average Account Value
    $151,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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