Best Investors Account Sign in
Inactive

Jon Philip Michael Sobotkin

Blue Bell Private Wealth Management, LLC

Blue Bell, PA

Claim This Profile
Current Employers
Blue Bell Private Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-10-31
PA RA APPROVED 2007-01-10
  • TX RA
    APPROVED_RES
    Since 2016-10-31
  • PA RA
    APPROVED
    Since 2007-01-10

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Blue Bell Private Wealth Management, Llc Blue Bell PA 06/2006 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-09-13
  • S65 Uniform Investment Adviser Law Examination
    2006-09-13
Other Names
  • Jon Sobotkin

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ROBERT W. BAIRD & CO. INCORPORATED
CETERA INVESTMENT ADVISERS LLC
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
COOMBS WEALTH ADVISORY, LLC
JANNEY MONTGOMERY SCOTT LLC
PERSIMMON CAPITAL MANAGEMENT

Other Investors

MICHAEL PATRICK WEBER
SEAN Anthony MILLER
Joshua David Pearson
Alex LaRosa
David James Lorditch
HENRY WILLIAM FOX
DANIEL LEVINSON
J SCOTT MILLER

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BLUE BELL, PA
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC · BLUE BELL, PA
ROBERT W. BAIRD & CO. INCORPORATED · SENTRY PARK, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Blue Bell, PA
CETERA INVESTMENT ADVISERS LLC · BLUE BELL, PA
MUTUAL OF OMAHA INVESTOR SERVICES, INC. · BLUE BELL, PA
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC · BLUE BELL, PA
COOMBS WEALTH ADVISORY, LLC · BLUE BELL, PA

More in Blue Bell, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor