Jack Bell
Jack Bell is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Atlanta, GA, with 14 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
3424 Peachtree Road NE, Suite 1750, Atlanta, GA, 30326
Get directionsHistory
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
Jack is an insurance agent selling life insurance, long-term care, and annuities, dedicating about half their time to this investment-related activity. Jack is also a mortgage loan originator, spending about 10-20% of their time on this non-investment related activity.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Fpf Advisors LLC
Advisory Services Network
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fifth Third Securities, INC.Broker
Wells Fargo Securities, LLCBroker
Mizuho Securities USA INC.Broker
Sandler, O'neill & Partners, L.P.Broker
State Registrations53 states
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.