I really enjoy working with women to achieve their financial goals. In my 20+ years of working in the financial industry, I have found that women are often overlooked or unprepared when it comes to their financial situation. Regardless of marital status, it is so important for women to have a voice in their financial situations, to understand their financial health, and to have a plan in place to help achieve their goals. It is time for women to take charge of their financial futures, to generate the wealth they deserve, and achieve their financial goals.
Jennifer Belshe, a co-founder of Novus Advisors, is a Principal, Investment Advisor, and a member of the firm’s investment committee.
Prior to the establishment of Novus Advisors, Jennifer held relationship and investment management responsibilities in the personal trust administration and wealth management divisions of global and regional investment firms.
Jennifer graduated from Wheaton College (Illinois) with a Bachelor of Arts degree in Business and Economics and a minor in Art. She attended Trust School and completed the CFP® professional certificate program at Boston University. Jennifer is a licensed Investment Adviser Representative with Novus Advisors. She also holds her state Life, Accident and Health Insurance License.
Throughout her career, Jennifer has been recognized numerous times for her impact in the workplace and in the community. These honors include Greenville Business Magazine’s Best and Brightest 35 and Under (2016), Upstate Business Journal’s one of four women who are defining the future of banking and finance in Upstate, South Carolina (“Primed For Success”, 2019), Eugenia Duke Woman-Owned Small Business of the Year (Excellence in Entrepreneurship Small Business Awards hosted by CommunityWorks and the Greenville Chamber, 2020), SC Women in Business award (Integrated Media Publishing, 2021), Forty Under 40 award (GSA Business Report, 2021), Women of Influence award (GSA Business Report, 2021), Forbes Next 1000 List (Forbes, 2021), and the Phenom award (SC Biz News, 2022).
Jennifer has served as board member, held leadership roles, and contributed to many local non-profit organizations. In her free time, Jennifer enjoys art, traveling and spending time with her son.
THREE THINGS ABOUT ME
I launched an investment firm as a single mother with a one-year-old child.
I am passionate about helping women achieve their financial goals.
I have been in the financial industry for 20+ years and specialize in investment management, financial & retirement planning, & 401(k) services.
I am a licensed Investment Adviser Representative and hold my state Life, Accident and Health Insurance License.
B.A. in Business & Economics from Wheaton College (IL), Attended FBA Trust School, Completed CFP® Certificate Program at Boston University
Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient, and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.
Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.
Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 ½, a 10% federal tax penalty. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated.
Please consider the investment objectives, risks, charges, and expenses carefully before investing in Variable Annuities. The prospectus, which contains this and other information about the variable annuity contract and the underlying investment options, can be obtained from the insurance company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
The investment return and principal value of the variable annuity investment options are not guaranteed. Variable annuity sub-accounts fluctuate with changes in market conditions. The principal may be worth more or less than the original amount invested when the annuity is surrendered.
Novus Advisors does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
Mutual Funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing in Mutual Funds. The prospectus, which contains this and other information about the investment company, can be obtained directly from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
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Novus Advisors is a fee-only Registered Investment Adviser. Fees are charged based on a percentage of assets under management.