JB
ChFC
JB
ChFC

Joseph Bell

31 Years of Experience
Marietta, OH
Broker

Joseph Bell is a ChFC-designated registered investment advisor at Janney Montgomery Scott LLC, based in Marietta, OH, with 31 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1308 advisors
Number of Clients
239,256 clients
Average Client Portfolio
$421K average
Assets Under Management
$100.8B

Fee Structure

Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.

Loading...

Location

346 Third Street, Marietta, OH, 45750

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 →
Employment History
Current Registrations
Janney Montgomery Scott LLC
October 2014 - Present · 11 yrs 7 mos
Janney Montgomery Scott LLCBroker
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLC
July 2003 - October 2014 · 11 yrs 3 mos
Wells Fargo Advisors, LLCBroker
July 2003 - October 2014 · 11 yrs 3 mos
Prudential Securities Incorporated
January 2003 - July 2003 · 6 mos
Prudential Securities IncorporatedBroker
November 2002 - July 2003 · 8 mos
Capital Securities of America, INC.Broker
February 2001 - November 2002 · 1 yr 9 mos
Fort Washington Brokerage Services, INC.Broker
September 2000 - March 2001 · 6 mos
Capital Analysts, IncorporatedBroker
July 1999 - September 2000 · 1 yr 2 mos
Pruco Securities CorporationBroker
June 1994 - July 1999 · 5 yrs 1 mo
State Registrations23 states
AZFLGAKYMDMIMNMONCNENHNVNYOHOKPASCTNTXUTVAWIWV
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.