Jason BellCRD Number: 5436582
Current Firm: Cetera Advisors LLC
Jason Bell (CRD# 5436582) is an Investment Advisor Representative working at Cetera Advisors LLC in New York, NY and has over 8 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|Dba Masters Prosports & Entertainment||New York, NY||Nov 2016 - Current||1|
|Cetera Advisors LLC||Denver, CO||Feb 2015 - Current||3|
|Masters Private Client Group||New York, NY||Mar 2012 - Current||6|
|Circle One Wealth Management, LLC||The Villages, FL||Jan 2010 - Mar 2012||2|
|Triton Financial, LLC||Long Beach, CA||Jul 2009 - Jan 2010||< 1|
|Bell Corporation, LLC||Long Beach, CA||Jan 2002 - Sep 2009||7|
|Multi-financial Securities Corporation||Denver, CO||Nov 2008 - Jul 2009||< 1|
|Multi-financial Securities Corporation||Denver, CO||Apr 2008 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2009|
|S63||Uniform Securities State Law Examination||Oct 2014|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management10,963MILLIONS
Total Number of Accounts51,290ACCOUNTS
Average Account Value$213,755
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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