JB
Jerome A. Bellm
HIGHPOINT PLANNING PARTNERS
MORRIS, IL 60450
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CRD#: 2263859
JB
Professional summary
Jerome Anthony Bellm, who also goes by Jerry Bellm, is a registered financial advisor currently at HIGHPOINT PLANNING PARTNERS located in Morris, Illinois and LPL FINANCIAL LLC located in Morris, Illinois.
Jerome is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Jerome has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jerry Bellm
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 12/16/2011 - BELLM HOLDINGS, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Owner - Time Spent 3% - TAX CONDUIT FOR LPL SECURITIES INCOME. 2. 12/8/2014 - Highpoint Advisor Group, LLC - DBA: Midwest Family Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 10/31/2014 - 120 Hours Per Month During Securities Trading. 3. 12/19/2014 - Highpoint Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 10/31/2014 - 160 Hours Per Month During Securities Trading. 4. 1/19/2021 - Sequoia - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 01/08/2021 - 5 Hours Per Month/1 Hour During Securities Trading - Selling fixed insurance. 5. 7/8/2021 - Bellm Holdings, LLC - Investment Related - 814 Liberty St Morris, IL 60450 - Real Estate Rental - Start Date: 11/28/2011 - 5 Hours Per Month/0 Hours During Securities Trading - Tax conduit for Rental Income. 6. 05/29/2024 - Midwest Family Wealth Management, Inc. - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 3/1/2024 - 160 Hrs/Mo; 7 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Jerome Anthony Bellm's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 1, 2021 - Present
HIGHPOINT PLANNING PARTNERS
Office #1: 814 North Liberty Street, Morris, IL 60450RIA
CRD#: 316636
MORRIS, IL
Current
December 16, 2011 - Present
LPL FINANCIAL LLC
Office #1: 814 N. Liberty St, Morris, IL 60450RIA
BD
CRD#: 6413
Morris, IL
Past
November 21, 2014 - December 31, 2021
HIGHPOINT PLANNING PARTNERS
RIA
CRD#: 163768
MORRIS, IL
Past
January 8, 2014 - December 2, 2014
LEVEL FOUR ADVISORY SERVICES
RIA
CRD#: 134086
MORRIS, IL
Past
December 16, 2011 - November 2, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
MORRIS, IL
Past
January 1, 2008 - December 19, 2011
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
PERU, IL
Past
January 1, 2008 - December 19, 2011
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
PERU, IL
Past
December 28, 2000 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
MORRIS, IL
Past
July 16, 1993 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
MORRIS, IL
Past
August 28, 1992 - July 7, 1993
HAMILTON INVESTMENTS, INC.
BD
CRD#: 821
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HP
HIGHPOINT PLANNING PARTNERS
ASPIRE DIVORCE SOLUTIONS, LLC | VERTEX PLANNING PARTNERS, LLC | VANTAGE FINANCIAL | VANDERVOORN & ASSOC | TWG WEALTH PLANNING | TWG BENEFITS | TOMORROW'S WEALTH PLANNING | THE ASSOCIATES GROUP | STONEBRIDGE WEALTH ADVISORS | SHAMROCK FINANCIAL PLANNING | SANSONE & ASSOCIATES, P.C. | SAFE HARBOR RETIREMENT CONSULTANTS, LLC | SA PIGGUSH BUSINESS & RETIREMENT PLANNING | RSM FINANCIAL SOLUTIONS | ROUND HILL WEALTH MANAGEMENT | ROGER J. ENSMINGER & ASSOCIATES | R. KNAPP FINANCIAL INC | PROFESSIONAL WEALTH ADVISORS LLC | PARTNERS ADVISORS LTD. | ONPATH FINANCIAL, LLC | MIKE LYNCH, INC. | MIDWEST FAMILY WEALTH MANAGEMENT | MCCABE FINANCIAL GROUP | LPL FINANCIAL | LLOYD WEALTH ADVISORS | KENNEDY FINANCIAL GROUP | KELLER PETERSON WEALTH ADVISORS, LLC | KEITH E. MURPHY | J. KAHN & ASSOCIATES LLC | INTRINSIC WEALTH MANAGEMENT | INDIGO WEALTH ADVISORS | HIGHPOINT PLANNING PARTNERS | HIGHPOINT ADVISOR GROUP, LLC | HIGHPOINT ADVISOR GROUP | G/R WEALTH MANAGEMENT GROUP LLC | FRICK INVESTMENT GROUP | FINANCIAL PLANNING FOR GENERATION X | EQUILIBRIUM WEALTH MANAGEMENT | ELEVATION WEALTH MANAGEMENT | EINSPAR FAMILY FINANCIAL | EBERLIN FINANCIAL SERVICES | DOAK FINANCIAL, LLC | CORE WEALTH PLANNING | CHASE ENTERPRISES FINANCIAL | CB3 FINANCIAL GROUP INC. | BLACK DIAMOND PLANNERS | BENEFIT PARTNERS FINANCIAL GROUP | ASPIRE PLANNING GROUP LLC
CRD#: 316636 / SEC#: 801-122583
RIA
Registered Investment Advisory firm - (10/29/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/19/2018)
RR
Arizona(11/7/2017)
RR
Arkansas(9/28/2012)
RR
California(1/24/2012)
RR
Colorado(3/8/2012)
RR
Florida(1/9/2012)
RR
Illinois(12/16/2011)
IAR
Illinois(11/1/2021)
RR
Indiana(1/9/2012)
RR
Iowa(3/8/2012)
RR
Michigan(5/7/2018)
RR
Missouri(1/23/2012)
RR
Nevada(9/27/2021)
RR
North Carolina(8/3/2018)
RR
Pennsylvania(1/9/2012)
RR
Tennessee(1/4/2021)
RR
Texas(1/9/2012)
IAR
Texas(11/1/2021)
RR
Virginia(3/7/2012)
RR
Wisconsin(5/23/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HP
HIGHPOINT PLANNING PARTNERS
ASPIRE DIVORCE SOLUTIONS, LLC | VERTEX PLANNING PARTNERS, LLC | VANTAGE FINANCIAL | VANDERVOORN & ASSOC | TWG WEALTH PLANNING | TWG BENEFITS | TOMORROW'S WEALTH PLANNING | THE ASSOCIATES GROUP | STONEBRIDGE WEALTH ADVISORS | SHAMROCK FINANCIAL PLANNING | SANSONE & ASSOCIATES, P.C. | SAFE HARBOR RETIREMENT CONSULTANTS, LLC | SA PIGGUSH BUSINESS & RETIREMENT PLANNING | RSM FINANCIAL SOLUTIONS | ROUND HILL WEALTH MANAGEMENT | ROGER J. ENSMINGER & ASSOCIATES | R. KNAPP FINANCIAL INC | PROFESSIONAL WEALTH ADVISORS LLC | PARTNERS ADVISORS LTD. | ONPATH FINANCIAL, LLC | MIKE LYNCH, INC. | MIDWEST FAMILY WEALTH MANAGEMENT | MCCABE FINANCIAL GROUP | LPL FINANCIAL | LLOYD WEALTH ADVISORS | KENNEDY FINANCIAL GROUP | KELLER PETERSON WEALTH ADVISORS, LLC | KEITH E. MURPHY | J. KAHN & ASSOCIATES LLC | INTRINSIC WEALTH MANAGEMENT | INDIGO WEALTH ADVISORS | HIGHPOINT PLANNING PARTNERS | HIGHPOINT ADVISOR GROUP, LLC | HIGHPOINT ADVISOR GROUP | G/R WEALTH MANAGEMENT GROUP LLC | FRICK INVESTMENT GROUP | FINANCIAL PLANNING FOR GENERATION X | EQUILIBRIUM WEALTH MANAGEMENT | ELEVATION WEALTH MANAGEMENT | EINSPAR FAMILY FINANCIAL | EBERLIN FINANCIAL SERVICES | DOAK FINANCIAL, LLC | CORE WEALTH PLANNING | CHASE ENTERPRISES FINANCIAL | CB3 FINANCIAL GROUP INC. | BLACK DIAMOND PLANNERS | BENEFIT PARTNERS FINANCIAL GROUP | ASPIRE PLANNING GROUP LLC
CRD#: 316636 / SEC#: 801-122583
RIA
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Contact information
Main Address
2651 Warrenville Road Suite 200, Downers Grove, IL 60515
Mailing Address
Phone number
(630) 719-9222
Established
Firm type
Fiscal year end
# of Employees
104
SEC notice filing (46 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,813 |
| AUM (Assets Under Management) | $ 3,999,000,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
HIGHPOINT PLANNING PARTNERS
CRD#: 316636Morris, IL 60450TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
