Jonathan Bellm is a wealth services associate with The Kelton Financial Group. In his role he serves as an integral member of the KFG investment team. Jonathan helps with allocations and research for both clients and the KFG partners. He passed the CFA Exam Level III, holds a Series 7, and is currently studying for the Series 66 exam.
Prior to joining the Kelton Financial team, Jonathan honed his research and analytic skills at Fidelity Investments and Cambridge Trust.
Jonathan has a Bachelor of Science in Business Administration from University of North Carolina, Wilmington. As a recent transplant to upstate New York, he enjoys staying active with hiking, skiing, and yoga. You can also find him unwinding with a good book, listening to a podcast, or researching the stock market, which he has been doing since the age of 16. Growing up outside of Boston, he is a Patriots and Celtics fan.