Alice Belenis is a Investment Adviser Representative holding her Series 65 securities license. Alice has a BA in Psychology from UC Davis in 1984 and an MBA from UC Berkeley in 1990.

Jim and Alice are lifelong residents of Davis who have three children, Haley, Anna, and Matthew.  Prior to entering the investment world, Jm and his sister co-owned and operated Mr. B’s restaurant in Davis, while Alice worked for Sutter Health and Hewlett Packard.

Jim Belenis has two decades of experience in the financial services and investments field.

​​Before starting his own firm in 2013, Jim served as an investment representative for 19 years with Edward Jones and Raymond James.  Jim has navigated both market highs and lows to give him a unique perspective on portfolio management.​

In 1982, Jim earned a BS in Agricultural and Managerial Economics from UC Davis. He received his MBA in Finance from National University in 1987. Jim has an Accredited Investment Fiduciary ® certification from fi360. He holds Series 7, 63, and 66 securities licenses.