JB
JB

Joseph Bell

12 Years of Experience
Philadelphia, PA
Broker

Joseph Bell is a registered investment advisor at Raymond James & Associates, INC., based in Philadelphia, PA, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1735 Market Street, Suite 1400, Philadelphia, PA, 19103

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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
Raymond James & Associates, INC.
June 2019 - Present · 6 yrs 11 mos
Raymond James & Associates, INC.
June 2019 - Present · 6 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Citi Private Advisory, LLCBroker
July 2017 - June 2019 · 1 yr 11 mos
Citigroup Global Markets INC.
June 2017 - June 2019 · 2 yrs
Citigroup Global Markets INC.Broker
June 2017 - June 2019 · 2 yrs
J.P. Morgan Securities LLCBroker
April 2016 - June 2017 · 1 yr 2 mos
Goldman, Sachs & CO.Broker
June 2013 - February 2016 · 2 yrs 8 mos
State Registrations27 states
AZCACOCTDCDEFLGAHIILMAMDMIMNMONCNJNVNYOHPASCTNTXVAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.