James Pieper has been Partner, Co-Founder, and CCO of Belmont Private Wealth since February 2024, is a control person of the firm and directly owns between 50% and 75% of it.
Belmont Private Wealth is a Chesterfield, MO firm with $192M under management, 29 clients and 3 advisers across 3 offices, as of its September 2026 filing.
James Pieper’s longest registration was 2 years at Krilogy (2022–2024). Before joining Belmont Private Wealth in 2024, James Pieper was registered through Krilogy.
- Belmont Private WealthCurrent– present · 2 yearsChesterfield, MO · Adviser representative · Firm CRD 331436
- Krilogy– · 2 yearsSt. Louis, MO · Adviser representative · Firm CRD 149046
Investment adviser representative registrations
James Pieper is registered as an investment adviser representative in 2 states. Each was approved in June 2024.
- MissouriSince 28 June 2024
- North CarolinaSince 28 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 December 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- James F Pieper
- CRD
- 6684905
- Firm
- Belmont Private Wealth · CRD 331436
- Role
- Partner, Co-Founder, and CCO
- Office
- 100 CHESTERFIELD BUSINESS PARKWAY, SUITE 200, Chesterfield, MO 63005
- Registration
- Investment adviser registration
- In the industry since
- January 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does James Pieper work?
James Pieper has been Partner, Co-Founder, and CCO of Belmont Private Wealth since February 2024, and is a control person of the firm.
Is James Pieper a financial advisor?
Yes. James Pieper has a current investment-adviser registration in Missouri and North Carolina, through Belmont Private Wealth since June 2024.
How many years of experience does James Pieper have?
James Pieper has 4 years in the financial industry, since January 2022, across 2 adviser firms.
What exams has James Pieper passed?
James Pieper passed the Series 65 in December 2021.
Where is James Pieper based?
James Pieper’s registered office is in Chesterfield, MO.
Is James Pieper registered with FINRA?
No. James Pieper has no current broker registration.
How can I verify James Pieper’s record?
Search CRD 6684905 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Pieper’s full registration record.