JB
JB

John Bell

26 Years of Experience
Harrisonburg, VA
3 DisclosuresBroker

John Bell is a registered investment advisor at Wells Fargo Advisors, based in Harrisonburg, VA, with 26 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2011 Evelyn Byrd Ave, Harrisonburg, VA, 22801

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History

Regulatory History (3)
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.
Customer Dispute
October 2010
Denied
Judgment / Lien
May 2002
Judgment / Lien
February 2002
Employment History
Current Registrations
Wells Fargo Advisors
March 2022 - Present · 4 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Truist Advisory Services, INC.
September 2016 - March 2022 · 5 yrs 6 mos
Suntrust Investment Services, INC.
March 2011 - December 2016 · 5 yrs 9 mos
Truist Investment Services, INC.Broker
March 2011 - March 2022 · 11 yrs
PNC InvestmentsBroker
December 2008 - March 2011 · 2 yrs 3 mos
PNC Investments
December 2008 - March 2011 · 2 yrs 3 mos
Suntrust Investment Services, INC.
April 2007 - December 2008 · 1 yr 8 mos
Suntrust Investment Services, INC.Broker
April 2007 - December 2008 · 1 yr 8 mos
Bb&t Investment Services, INC.
February 2006 - April 2007 · 1 yr 2 mos
Bb&t Investment Services, INC.Broker
December 2003 - April 2007 · 3 yrs 4 mos
First Wall Street CORP.Broker
May 2003 - November 2003 · 6 mos
Edward JonesBroker
February 2000 - November 2002 · 2 yrs 9 mos
State Registrations19 states
AZCADCFLGAIDMDNCNMOHORPASCSDTNTXUTVAWV
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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