Jason Thomas Bell

Current Employers

Capital Planning Advisors Llc

1420 Rocky Ridge Drive #140, Roseville, CA 95661 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2018-09-18

CA RA
APPROVED

Since 2018-09-18

Branch Locations

1420 Rocky Ridge Drive #140, Roseville, CA 95661 • 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

Organization	City	State	From	To
Wells Fargo Bank	Roseville	CA	01/2007	09/2018
Capital Planning Advisors Llc.	Roseville	CA	09/2018	Present

01/2007 → 09/2018

Wells Fargo Bank

Roseville, CA
09/2018 → Present

Capital Planning Advisors Llc.

Roseville, CA

Previous Registrations

2004-10-29 → 2007-02-26

Legacy Capital Management Inc

Roseville, CA

Other Businesses

The James B. McClatchy Foundation: Board Member, Finance & Investment Committee Chair. Start date: July 2018, 1 hour per week, 740 University Ave, #150, Sacramento, CA 95825.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2000-03-16
S63	Uniform Securities Agent State Law Examination	1994-05-24

S65 Uniform Investment Adviser Law Examination

2000-03-16
S63 Uniform Securities Agent State Law Examination

1994-05-24

Designations

View on SEC IAPD