Jon Joseph Belajac
Advisor at Apforia — Cheswick, PA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
Cheswick, PA
Apforia
Team
Jon Belajac is a Series 65-licensed financial advisor at Apforia with one year of industry experience. Prior to joining Apforia, he served in the U.S. Army Recruiting Command for five years. Apforia serves primarily individual and high-net-worth clients, offering investment management and comprehensive financial planning through a team of about 10 advisors. The firm employs a goal- and risk-based investment approach that incorporates both passive and active strategies and may utilize third-party managers, operating under a fee-only, fiduciary framework.
Based on Apforia
Flat annual fees for investment management and/or financial planning, specific amounts vary by Tenant Firm/IAR, project-based financial planning fees up to $500 per hour.
0.25% to 2.00% annually
Up to $500 per hour, varies by Tenant Firm/IAR, billed in arrears.
Fee-only: Fee-only fiduciary service as defined by NAPFA.
Cheswick, PA
Cheswick PA
Advisors at this office
1
Pennsylvania
< 1 year of industry experience
APFORIA, Ltd
2026 - Present • 1 year
Cheswick, PA
APFORIA, Ltd
2025 - Present • 1 year
Spokane, WA
U.S. Army Recruiting Command
2020 - 2025 • 5 years
Schofield Barracks, HI
U.S. Army Recruiting Command
2017 - 2020 • 3 years
Aurora, CO
U.S. Army Recruiting Command
2015 - 2017 • 2 years
Indiana, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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