Jonathan Miller

Blue Bell Private Wealth Management, LLC

20 Years of Experience

1 Disclosure

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth

Blue Bell Private Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

806 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$854.7M

Fee Structure

Location

470 Norristown Road, Suite 305, Blue Bell, PA, 19422

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History

Regulatory History (1)

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Employment Separation After Allegations

March 2005

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Employment History

Current Registrations

Blue Bell Private Wealth Management, LLC

March 2005 - Present · 20 yrs 11 mos

State Registrations2 states

PATX

Advisor

Exams

No exam information available for this advisor.