Unclaimed Profile

Jason Thomas Bell

CAPITAL PLANNING ADVISORS LLC·ROSEVILLE, California

Series 7, Series 63, Series 65Clean record21 years registeredCAPITAL PLANNING ADVISORS LLC

1420 ROCKY RIDGE DRIVE, ROSEVILLE, CA 95661CRD# 2464546Firm CRD# 170266

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Thomas Bell · ROSEVILLE, CA

Registration

CRD #2464546 · CAPITAL PLANNING ADVISORS LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPITAL PLANNING ADVISORS LLC

CAPITAL PLANNING ADVISORS LLC

Sep 2018 – Jun 2026

ROSEVILLE, CA

LEGACY CAPITAL MANAGEMENT INC

Oct 2004 – Feb 2007

ROSEVILLE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · October 29, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL PLANNING ADVISORS LLC

CRD 170266 · SEC 801-79170

AUM

$1.1B

Regulatory assets under management

Employees

1,057 client accounts

Services offered by CAPITAL PLANNING ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL PLANNING ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Jason Thomas Bell offer?

Jason Thomas Bell specializes in Financial Planning, Investment Management, Wealth Management.

What are Jason Thomas Bell's credentials?

Jason Thomas Bell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Thomas Bell located?

Jason Thomas Bell is based in ROSEVILLE, California, last registered with CAPITAL PLANNING ADVISORS LLC.

How does Jason Thomas Bell charge for services?

Jason Thomas Bell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL PLANNING ADVISORS LLC?

CAPITAL PLANNING ADVISORS LLC has approximately 9 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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