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Patrick Bell

Edward Jones
23 Years of Experience
San Rafael, CA
2 DisclosuresBroker
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Patrick Bell is a registered investment advisor at Edward Jones, based in San Rafael, CA, with 23 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1121 4th Street, San Rafael, CA, 94901

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
August 1988
Final Disposition
Criminal
December 1985
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edward Jones
February 2019 - Present · 7 yrs 8 mos
Edward JonesBroker
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2011 - November 2013 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2011 - November 2013 · 2 yrs 9 mos
Btig, LLCBroker
January 2006 - July 2010 · 4 yrs 6 mos
A K Limited PartnershipBroker
October 2005 - January 2006 · 3 mos
Lit Clearing Services, INC.Broker
August 1993 - February 1998 · 4 yrs 6 mos
Lit America, INC.Broker
October 1991 - August 1993 · 1 yr 10 mos
Charles Schwab & CO., INC.Broker
January 1988 - November 1989 · 1 yr 10 mos
State Registrations8 states
AZCACOIDMNOKTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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