Investment adviser representative · Blue Bell Private Wealth Management, LLC
Joshua D. Pearson
CRD 6536431 · Blue Bell, PA
At a glance
Joshua D. Pearson is an investment adviser representative with Blue Bell Private Wealth Management, LLC in Blue Bell, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joshua’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Blue Bell Private Wealth Management, LLCSince February 2026Blue Bell, PA · $1.1B in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Joshua’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Blue Bell Private Wealth Management, LLC
- Justin E. CapetolaBlue Bell
- Henry W. Fox Jr.Blue Bell · Certified Financial Planner, Chartered Financial Consultant
- Alex LarosaBlue Bell · Certified Financial Planner
- Daniel LevinsonBlue Bell · Certified Financial Planner
- David J. LorditchBlue Bell · Certified Financial Planner
- J S. MillerBlue Bell
- Jonathan MillerBlue Bell
- Sean A. MillerBlue Bell
Every advisor at Blue Bell Private Wealth Management, LLC →Blue Bell Private Wealth Management, LLC: assets, clients and custodians →Financial advisors in Blue Bell, PA →Every Blue Bell Private Wealth Management, LLC advisor in Blue Bell →Advisor Moves: who changed firms this week →