Best Investors Account Sign in

Joshua Bell

Edward Jones

Plain City, OH

CRD 6639471

Claim This Profile
Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-03-08
  • OH RA
    APPROVED
    Since 2019-03-08

Branch Locations

900 Village Blvd Suite 1, Plain City, OH 43064 • 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
Nationwide Investment Services Corporation Columbus OH 04/2016 Present
  • 04/2016 → Present
    Nationwide Investment Services Corporation
    Columbus, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-30
  • S66 Uniform Combined State Law Examination
    2018-08-30
Other Names
  • Joshua Bell
  • Joshua Michael Bell

View on SEC IAPD

Nearby Firms

THE SIEKMANN COMPANY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PNC WEALTH MANAGEMENT LLC

Nearby Investors

Aaron Robert Siekmann
BRENT WILLIAM SOLLER
JOHN BERNARD EDDINGFIELD

Nearby Offices

THE SIEKMANN COMPANY · PLAIN CITY, OH
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · DUBLIN, OH
PNC WEALTH MANAGEMENT LLC · DUBLIN, OH

More in Plain City, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor