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Joshua David Pearson

Blue Bell Private Wealth Management, LLC

Blue Bell, PA

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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
PA RA APPROVED 2026-02-05
TX RA APPROVED_RES 2026-02-05
  • PA RA
    APPROVED
    Since 2026-02-05
  • TX RA
    APPROVED_RES
    Since 2026-02-05

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith, Inc. Wayne PA 07/2015 08/2018
Unemployed Pottstown PA 06/2021 03/2022
Vanguard Malvern PA 03/2022 01/2026
Wsfs Investments Greenville DE 10/2018 06/2021
Blue Bell Private Wealth Management Blue Bell PA 02/2026 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-11
  • S66 Uniform Combined State Law Examination
    2016-03-11
Designations
Other Names
  • Joshua D Pearson
  • Josh Pearson
  • Joshua Pearson

View on SEC IAPD

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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
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