Jesse Bell
Jesse Bell is a CFP, ChFC-designated registered investment advisor at Merit Financial Advisors, based in Marquette, MI, with 27 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 20,711 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual asset management fee ranges up to a maximum of 2.50% and is negotiable. Independent contractor accounts may incur an additional platform fee of 0.25% to 0.35%.
Fee Estimator
Location
1070 Commerce Dr, Marquette, MI, 49855
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Regulatory History
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
Jesse is the owner, president, and insurance agent of Bell Financial, where he sells fixed insurance products and conducts securities business, dedicating all of his time during business hours. He also manages a commercial office property through BLINC, LLC, and works as a commercial pilot and flight instructor, dedicating minimal time to each.
Employment History
Current Registrations
Merit Financial Advisors
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Spc
Sigma Financial CorporationBroker
State Registrations1 state
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
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