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Joshua Jon Wells

BOUNTIFUL INVESTMENT MANAGEMENT LLC·RUMFORD, Rhode Island
Series 6, Series 63, Series 653 years registeredBOUNTIFUL INVESTMENT MANAGEMENT LLC
225 NEWMAN AVE, RUMFORD, RI 02916CRD# 4498004Firm CRD# 281437

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua Jon Wells · RUMFORD, RI
Registration
CRD #4498004 · BOUNTIFUL INVESTMENT MANAGEMENT LLC · 3 years registered
Brand Profile
Not yet started
01

Career History

BOUNTIFUL INVESTMENT MANAGEMENT LLC
Dec 2022 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · December 21, 2022
Years registered · 3
03

Disclosure History

2022Regulatory·Final
2022Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

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

04

Firm Overview

Firm
BOUNTIFUL INVESTMENT MANAGEMENT LLC
CRD 281437 · SEC 801-129843
AUM
$106M
Regulatory assets under management
Employees
3
638 client accounts
Services offered by BOUNTIFUL INVESTMENT MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at BOUNTIFUL INVESTMENT MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Joshua Jon Wells offer?
Joshua Jon Wells specializes in Financial Planning, Investment Management. Contact their office in RUMFORD, Rhode Island for a consultation.
What are Joshua Jon Wells's credentials?
Joshua Jon Wells is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Jon Wells located?
Joshua Jon Wells is based in RUMFORD, Rhode Island, working with BOUNTIFUL INVESTMENT MANAGEMENT LLC. Their office serves clients in the RUMFORD metropolitan area and surrounding communities.
How does Joshua Jon Wells charge for services?
Joshua Jon Wells'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 BOUNTIFUL INVESTMENT MANAGEMENT LLC?
BOUNTIFUL INVESTMENT MANAGEMENT LLC has approximately 3 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BOUNTIFUL INVESTMENT MANAGEMENT LLC

Manuel Raposa Rezendes
RUMFORD, RI

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Research
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