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Chief Executive Officer & Joint Managing Member/partner · Blue Bell Private Wealth Management, LLC

Jonathan Miller

CRD 4363504 · Named on Form ADV at one SEC-registered adviser

At a glance

Blue Bell Private Wealth Management, LLC, an SEC-registered wealth manager based in Blue Bell, PA with $1.1 billion in regulatory assets, lists Jonathan Miller on its Form ADV as Chief Executive Officer & Joint Managing Member/partner, a control person.

Firms and roles

AtlasMembers

Jonathan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Justin E CapetolaChief Compliance Officer & Joint Managing Member/partner, Blue Bell Private Wealth Management, LLC
  • J S. MillerChief Investment Officer & Joint Managing Member/partner, Blue Bell Private Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.