JB
CFP
JB
CFP

Jason Bell

17 Years of Experience
Hunt Valley, MD
BrokerSells Insurance

Jason Bell is a CFP-designated registered investment advisor, based in Hunt Valley, MD, with 17 years of industry experience.

Location

303 International Circle, Suite 350, Hunt Valley, MD, 21030

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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.

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Other Business ActivitiesSells Insurance

Jason may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also has ownership stakes in Fox and Hound LLC and KEBJSB, LLC, spending minimal time on these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2025 - Present · 1 yr
Raymond James Financial Services, INC.Broker
September 2025 - Present · 1 yr
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
April 2009 - September 2025 · 16 yrs 5 mos
Northwestern Mutual Investment Services,llc
April 2009 - September 2025 · 16 yrs 5 mos
Morgan Stanley & CO. Incorporated
August 2008 - April 2009 · 8 mos
Morgan Stanley & CO. IncorporatedBroker
August 2008 - April 2009 · 8 mos
State Registrations39 states
AZCACOCTDCDEFLGAHIIAILINKYMAMDMEMIMNMOMTNCNENJNMNVNYOHORPARISCTNTXUTVAWAWIWVWY
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.