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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Sobotkin is a registered investment advisor with Blue Bell Private Wealth Management, LLC, and has been with the firm since June 2006. Jon is licensed in Pennsylvania and holds the Series 65 license. Jon has been in the financial industry for over 16 years.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
10/31/2016 - Present
Blue Bell Private Wealth Management, LLC (BLUE BELL PA)
IA
Issued 09/13/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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