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Jonah Stuart Tivey

Bella Wealth Management, LLC

Roswell, GA

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Current Employers
Bella Wealth Management, Llc

5090 Old Ellis Point, Roswell, GA 30076 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-01-06
  • GA RA
    APPROVED
    Since 2026-01-06

Branch Locations

5090 Old Ellis Point, Roswell, GA 30076 • 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
Morgan Stanley Alpharetta GA 11/2024 04/2025
Jet's Pizza Marietta GA 03/2024 08/2024
Ntb Studios Atlanta GA 04/2023 Present
Abs Studios Atlanta GA 12/2021 08/2024
Full Time Student Gainesville FL 08/2014 12/2023
Coppell Advisory Solutions Llc Coppell TX 08/2025 12/2025
Bella Advisors, Inc. Roswell GA 04/2024 Present
Bella Wealth Management, Llc Roswell GA 12/2025 Present
  • 11/2024 → 04/2025
    Morgan Stanley
    Alpharetta, GA
  • 03/2024 → 08/2024
    Jet's Pizza
    Marietta, GA
  • 04/2023 → Present
    Ntb Studios
    Atlanta, GA
  • 12/2021 → 08/2024
    Abs Studios
    Atlanta, GA
  • 08/2014 → 12/2023
    Full Time Student
    Gainesville, FL
  • 08/2025 → 12/2025
    Coppell, TX
  • 04/2024 → Present
    Bella Advisors, Inc.
    Roswell, GA
  • 12/2025 → Present
    Roswell, GA
Previous Registrations
Other Businesses

(1) NTB Studios; No; Atlanta, GA; Audio Engineering; Audio Engineer; 04/2023; 10/ HRS MO; 0/ HRS MO (2) Bella Advisors, Inc.; Yes; Roswell, GA; Insurance Services; Insurance Agent; 04/2024; 70/ HRS MO; 70/ HRS MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-25
S63 Uniform Securities Agent State Law Examination 2024-12-02
  • S65 Uniform Investment Adviser Law Examination
    2025-04-25
  • S63 Uniform Securities Agent State Law Examination
    2024-12-02
Other Names
  • Jonah S Tivey

View on SEC IAPD

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