JB
JB

John Joseph Bello

37 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,843 clients
Average Client Portfolio
$214K average
Assets Under Management
$395.3M

Fee Structure

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Location

100 Enterprise Drive, Suite 504, Rockaway, NJ, 07866

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is an independent insurance agent selling life and long-term care insurance since 1985. He evaluates client needs and sells appropriate insurance products.

Employment History
Current Registrations
Aurora Private Wealth, INC.
August 2018 - Present · 7 yrs 6 mos
Apw Capital, INC.Broker
May 2003 - Present · 22 yrs 9 mos
Previous Registrations
Comprehensive Capital Management, INC.
March 2004 - November 2020 · 16 yrs 8 mos
Comprehensive Asset Management and Servicing, INC.
March 2004 - August 2004 · 5 mos
Summit Financial Resources INC
June 2002 - May 2003 · 11 mos
Summit Equities INC
June 2002 - May 2003 · 11 mos
Summit Equities, INC.Broker
December 1987 - May 2003 · 15 yrs 5 mos
State Registrations16 states
AZCTDCDEFLGAILINKYNCNJNYOHPASCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
John Joseph Bello - Financial Advisor | TrueAdvisor