Jesse Walter Bell

Current Employers

Employment History

• 01/2001 → 07/2026
  Bell Financial Services
  Ishepeming, MI
• 06/2011 → 07/2026
  Commonwealth Financial Network
  Waltham, MA
• 07/2026 → Present
  Merit Financial Advisors
  Alpharetta, GA

Previous Registrations

• 2011-06-23 → 2026-08-17
  Commonwealth Financial Network
  Waltham, MA
  Marquette, MI
  Marquette, MI
• 2005-04-13 → 2011-06-22
  Spc
  Ishpeming, MI
  Ishpeming, MI

Other Businesses

Grow & Lead; Not investment-related; Marquette, MI; serve as finance committee member; committee member; 2013-12-15; 1 hour monthly and 1 hour during securities trading hours BLINC, LLC; Not investment-related; 1070 Commerce Drive, Marquette, MI 49855; LLC that owns and operate commercial office building; Member; 2018-12-31;2 hours monthly; 2 hours during securities trading hours Northern Michigan University Foundation; Investment-related; 1401 Presque Isle Ave, Marquette, MI 49855; Serve as board member for university foundation; President; 2021-12-01; 8 hours monthly; 8 hours during securities trading hours; The organization oversees the assets of the Foundation, which are managed on a discretionary basis by a third-party advisor unaffiliated with Merit or Commonwealth. Commercial Pilot operated as sole prop; Not investment-related; 800 Spruce Street, Marquette, MI 49855; Fly airplanes and give flight instruction for compensation; Proprietor; 2022-10-18; 10 hours monthly; 5 hours during securities trading hours Yulista; Not investment-related; 8600 Advanced Gateway SW, Huntsville, AL 35808; W-2 employee as Senior Pilot; Senior Pilot; 2026-02-26; 12 hours monthly; 8 hours during securities trading hours Agent for Sue Bell; Investment-related; 800 Spruce Street, Marquette, MI 49855; Serve as agent under my father's POA; Agent; 2014-07-10; To my knowledge, all of my mother's investments are held with Commonwealth and will transfer to Merit Agent for Dennis Bell; Investment-related; 1020 N. Front Street, Marquette, MI 49855; Serve as agent under my mother's POA; Agent; 2014-07-10; To my knowledge, all of my father's investment accounts are held with me currently and will be moving to Merit. I've never actually utilized the POA. Bell Financial; Investment-related; 1070 Commerce Drive, Suite A, Marquette, MI 49855; Entity created for securities business; President; 2011-05-03; This entity will have no revenue after the transition to Merit, but will still exist until it is wound down. Bell Financial; Investment-related; 1070 Commerce Drive, Suite A, Marquette, MI 49855; Fixed Insurance Sales; President; 2011-05-03; 1 hour monthly; 1 hour during securities trading hours Great Lakes Aero Marine, LLC; Not investment-related; 1070 Commerce Drive, Suite A, Marquette, MI 49855; asset holding company; Manager; 2026-08-14

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-04-11
• S63 Uniform Securities Agent State Law Examination
  1999-06-18

Designations