Jeffrey Richard Bell

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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

• 05/1999 → Present
  Edward D. Jones & Co., L.P.
  St. Louis, MO

Other Businesses

Bakersfield College Foundation Bakersfield, CA Start date: 12/7/2011 Board Chairman Hours per week: 0 Hours during trading: 0 Assist in organizing fundraising activities and approve foundation policies and proceedures.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-07
• S63 Uniform Securities Agent State Law Examination
  1999-07-08

Designations

• Certified Financial Planner

Other Names

• Jeffrey Bell
• Jeffrey Richard Bell