Jairus Bellamy - Client Services Administration

Key experience: His job may be behind the scenes but his focus is on efficiency for the 4Wealth® Advisors clients. Jairus provides assistance to the advisory team preparing the various forms needed to open new accounts, transfer funds and process client requests. The relationships he has developed and maintained over the past 4 years with 4Wealth® ’s custodian partners, plays a key role in administering good paperwork flow.

Key message to clients: “At 4Wealth® Advisors, we’re focused on excellence every step of the way.”

Hobbies: “Weekends are made for connecting with friends and fellow gamers!”

Jairus can be reached at: 
jairus@4wealthfg.com and at 708‐695‐5841

Client Center

- Individual Clients
- Business Clients

(QuickBooks Hosted Desktop)

(QuickBooks Online)

Using Your Client Organizer
How to Review My 1040
Using File Exchange
Remote Payroll

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Phone: (708) 695-5300 • Fax: (708) 456-9130