Jason Scot Bell

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2009 → 09/2025
  Northwestern Mutual Investment Services, Llc
  Baltimore, MD
• 06/2010 → 09/2025
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 04/2014 → 09/2025
  Northwestern Mutual Wealth Management Company (Dba)
  Milwaukee, WI
• 09/2025 → Present
  Raymond James Financial Services, Inc.
  Hunt Valley, MD
• 09/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Hunt Valley, MD

Previous Registrations

• 2009-04-29 → 2025-09-02
  Northwestern Mutual Investment Services, Llc
  Baltimore, MD
  Hunt Valley, MD
• 2008-08-19 → 2009-04-13
  Morgan Stanley & Co. Llc
  Bethesda, MD

Other Businesses

(1)Name of Business: Address: 303 International Cir Ste 350, Hunt Valley, MD, 21030-1462, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 09/02/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Not investment related. Vet carriers to meet clients risk management needs (2)Name of Business: KEBJSB LLC Address: 303 International Cir Ste 350, Hunt Valley, MD, 21030-1462, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/02/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC to receive revenue from Terrapin Ridge Partners (DBA)

Exams

• S66 Uniform Combined State Law Examination
  2008-08-15

Designations

• Certified Financial Planner