Jerome Anthony Bellm

Employer firm

Highpoint Planning Partners CRD 316636

$4.78B regulatory AUM 1,090 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:

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

Current Employers

Employment History

• 12/2011 → Present
  Lpl Financial Llc
  Morris, IL
• 09/2014 → Present
  Highpoint Advisor Group Dba Midwest Family Wealth Management
  Morris, IL

Previous Registrations

• 2014-11-21 → 2021-12-31
  Highpoint Planning Partners
  Morris, IL
  Downers Grove, IL
• 2014-01-08 → 2014-12-02
  Level Four Advisory Services
  Morris, IL
  Dallas, TX
• 2008-01-01 → 2011-12-19
  Wells Fargo Clearing Services, Llc
  Joliet, IL
  Peru, IL
  Morris, IL
• 2000-12-28 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Morris, IL
  St. Louis, MO

Other Businesses

1. 12/16/2011 - BELLM HOLDINGS, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Owner - Time Spent 3% - TAX CONDUIT FOR LPL SECURITIES INCOME. 2. 12/8/2014 - Highpoint Advisor Group, LLC - DBA: Midwest Family Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 10/31/2014 - 120 Hours Per Month During Securities Trading. 3. 12/19/2014 - Highpoint Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 10/31/2014 - 160 Hours Per Month During Securities Trading. 4. 1/19/2021 - Sequoia - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 01/08/2021 - 5 Hours Per Month/1 Hour During Securities Trading - Selling fixed insurance. 5. 7/8/2021 - Bellm Holdings, LLC - Investment Related - 814 Liberty St Morris, IL 60450 - Real Estate Rental - Start Date: 11/28/2011 - 5 Hours Per Month/0 Hours During Securities Trading - Tax conduit for Rental Income. 6. 05/29/2024 - Midwest Family Wealth Management, Inc. - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 3/1/2024 - 160 Hrs/Mo; 7 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2000-12-22
• S63 Uniform Securities Agent State Law Examination
  1992-10-02

Other Names

• Jerry Bellm
• Jerome Anthony Bellm