Richard Bell, financial advisor Lafayette IN
93 score

Richard Bell

CRD Number: 3187935
Current Firm: J.p. Morgan Securities LLC

Richard Bell (CRD# 3187935) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lafayette, IN and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Lafayette, IN Oct 2012 - Current 4
Chase Investment Services Corp West Lafayette, IN Sep 2011 - Oct 2012 1
Fifth Third Securities Lafayette, IN Aug 2011 - Sep 2011 < 1
Fifth Third Bank Lafayette, IN Jul 2011 - Sep 2011 < 1
Tippecanoe County Child Care Inc. Lafayette, IN May 2009 - Aug 2011 2
Chase Investment Services Corp. Chicago, IL Jul 2005 - Jul 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Richard J. Bell
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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