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Joshua Jon Wells

BOUNTIFUL INVESTMENT MANAGEMENT LLC·RUMFORD, Rhode Island
Unclaimed Profile
225 NEWMAN AVE, RUMFORD, RI 02916CRD# 4498004Firm CRD# 281437
01

About

Joshua Jon Wells is a registered financial advisor based in RUMFORD, Rhode Island, affiliated with BOUNTIFUL INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BOUNTIFUL INVESTMENT MANAGEMENT LLC
BOUNTIFUL INVESTMENT MANAGEMENT LLC
AUM
$106M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BOUNTIFUL INVESTMENT MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4498004
Firm CRD# 281437
3 disclosures on file
View on FINRA BrokerCheck →

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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 in RUMFORD
Manuel Raposa Rezendes — BOUNTIFUL INVESTMENT MANAGEMENT LLC
Nearby cities in Rhode Island
PROVIDENCE (133)SMITHFIELD (23)WESTERLY (17)NEWPORT (12)WARWICK (11)
City Guides
PROVIDENCE GuideSMITHFIELD GuideWESTERLY GuideNEWPORT GuideWARWICK Guide
Research
Advisor Fees in Rhode IslandNational Fee Analysis
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