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Jason Bell

15 Years of Experience
Asheville, NC
1 DisclosureBroker

Jason Bell is a registered investment advisor at Cetera Investment Advisers LLC, based in Asheville, NC, with 15 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Asheville, NC

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History

Regulatory History (1)
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Criminal
February 2005
Final Disposition
Other Business Activities

Jason is a co-owner and financial advisor at Masters Private Client Group LLC, dedicating full-time hours to financial planning. He also engages in various sports and entertainment-related activities, including commentary, dancing, endorsements, and consulting, taking up a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 6 mos
Cetera Advisors LLCBroker
February 2015 - Present · 11 yrs 7 mos
Previous Registrations
Cetera Advisors LLC
February 2015 - March 2024 · 9 yrs 1 mo
Capital Guardian, LLCBroker
September 2013 - March 2015 · 1 yr 6 mos
Capital Guardian Wealth Management, LLC
March 2013 - March 2015 · 2 yrs
Circle One Wealth Management, LLC
January 2010 - March 2012 · 2 yrs 2 mos
State Registrations1 state
NC
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.