JM
Jonathan Miller
CRD 4363504
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Blue Bell Private Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Blue Bell Private Wealth Management, Llc
Chief Executive Officer & Joint Managing Member/Partner · 25% – 50% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗