Jon Philip michael Sobotkin
Investment adviser representative at Blue Bell Private Wealth Management, LLC
20 yearsExperience
2 statesRegistered in
$1.1BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Blue Bell Private Wealth Management, LLCJun 2006 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Blue Bell Private Wealth Management, LLC
$1.1BAssets managed
811Clients
11Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5268398
- Firm CRD
- 134184