Juliana Bell

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2025 → Present
  Foundations Financial Partners
  Langhorne, PA
• 01/2025 → 07/2025
  Commonwealth Financial Network
  Waltham, MA
• 05/2018 → 09/2020
  Janssen Pharmaceuticals - Johnson & Johnson
  Titusville, NJ
• 06/2021 → 11/2024
  Beaudee Lash Bar
  Newtown, PA
• 09/2020 → 06/2021
  James M Bell Iii, Cfp
  Langhorne, PA
• 08/2014 → 05/2018
  Temple University Fox School Of Business
  Philadelphia, PA
• 07/2025 → Present
  Commonwealth Financial Network
  Waltham, MA

Exams

• S66 Uniform Combined State Law Examination
  2026-05-08

Other Names

• Juliana Kaye Bell
• Jewels Bell