Joshua David Pearson

Employer firm

Blue Bell Private Wealth Management, LLC CRD 134184

$1.12B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 08/2018
  Merrill Lynch, Pierce, Fenner & Smith, Inc.
  Wayne, PA
• 06/2021 → 03/2022
  Unemployed
  Pottstown, PA
• 03/2022 → 01/2026
  Vanguard
  Malvern, PA
• 10/2018 → 06/2021
  Wsfs Investments
  Greenville, DE
• 02/2026 → Present
  Blue Bell Private Wealth Management
  Blue Bell, PA

Previous Registrations

• 2022-04-05 → 2026-02-10
  Vanguard Advisers, Inc.
  Malvern, PA
• 2019-11-14 → 2021-05-21
  Commonwealth Financial Network
  Berwyn, PA
  Wilmington, DE
• 2016-05-02 → 2019-08-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Exton, PA
  Wayne, PA

Exams

• S66 Uniform Combined State Law Examination
  2016-03-11

Designations

• Certified Financial Planner

Other Names

• Joshua D Pearson
• Josh Pearson
• Joshua Pearson