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Jon Philip Michael Sobotkin

18 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
806 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$854.7M

Fee Structure

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Location

Blue Bell Executive Campus, 470 Norristown Road, Suite 305, Blue Bell, PA, 19422-2322

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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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Employment History
Current Registrations
Blue Bell Private Wealth Management, LLC
January 2007 - Present · 19 yrs 1 mo
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.