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Jonathan Miller

Blue Bell Private Wealth Management, LLC

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About Jonathan Miller

Jonathan Miller is a registered investment advisor representative with Blue Bell Private Wealth Management, LLC. Jonathan Miller has been in the industry since 2001. Jonathan Miller is registered in Pennsylvania and Texas. Jonathan Miller specializes in Financial Planning, Portfolio Management for Individuals and Portfolio Management for Businesses. Jonathan Miller has been with Blue Bell Private Wealth Management, LLC since March 2005. Jonathan Miller is also a former registered representative of Cumberland Brokerage Corporation and Morgan Stanley DW Inc.

Firm Information

Jonathan Miller is currently registered with Blue Bell Private Wealth Management, LLC. Blue Bell Private Wealth Management, LLC is an investment advisor headquartered in BLUE BELL, PA. They manage approximately $670.7 million in assets for individuals, corporations, and charitable organizations. Their services include financial planning, portfolio management, and investment advisory services.
Blue Bell Private Wealth Management, LLC

BLUE BELL EXECUTIVE CAMPUS

BLUE BELL, PA 19422-2322

$670.70M

Assets Under Management

1

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Miller’s Registration & Firm History

PA

11/14/2023 - Present

Blue Bell Private Wealth Management, LLC (BLUE BELL PA)

PA

01/31/2007 - 10/16/2007

CUMBERLAND BROKERAGE CORPORATION (ARDMORE PA)

NY

03/27/2001 - 04/11/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 05/04/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/26/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Miller.
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