JB
JB

Jon Ethan Bell

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
1,745 clients
Average Client Portfolio
$268K average
Assets Under Management
$467.2M

Fee Structure

Minimum Investment:$25K
Loading...

Location

1303 Rio Grande Blvd NW #6, Albuquerque, NM, 87104

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jon is a 50% owner of Bell Brothers, LLC, managing rental property, and the owner of Jon Bell CPA, LLC, where he supervises staff and handles various tasks. He is also an independent agent for Financial Gravity Enhanced Markets, LLC, selling insurance products, dedicating minimal time to insurance-related activities.

Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
September 2024 - Present · 1 yr 5 mos
State Registrations1 state
NM
Advisor
Exams
No exam information available for this advisor.