Unclaimed Profile

Jonathan Miller

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC·BLUE BELL, Pennsylvania

Series 7, Series 6621 years registeredBLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

BLUE BELL EXECUTIVE CAMPUS, BLUE BELL, PA 19422-2322CRD# 4363504Firm CRD# 134184

Profile Verification

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

Identity

Jonathan Miller · BLUE BELL, PA

Registration

CRD #4363504 · BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Mar 2005 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 30, 2005

Years registered · 21

Disclosure History

2005Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CRD 134184 · SEC 801-64005

AUM

$671M

Regulatory assets under management

Employees

1,906 client accounts

Services offered by BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Miller offer?

Jonathan Miller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BLUE BELL, Pennsylvania for a consultation.

What are Jonathan Miller's credentials?

Jonathan Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Miller located?

Jonathan Miller is based in BLUE BELL, Pennsylvania, working with BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the BLUE BELL metropolitan area and surrounding communities.

How does Jonathan Miller charge for services?

Jonathan Miller'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 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC?

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC has approximately 11 employees and manages $671M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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