JB
John B. Bell
PROSPERITY CAPITAL ADVISORS
Roanoke, VA 24018
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CRD#: 2744350
JB
John Brandon Bell IIPROSPERITY CAPITAL ADVISORS
Professional summary
John Brandon Bell II, who also goes by Brandon Bell, is a registered financial advisor currently at PROSPERITY CAPITAL ADVISORS located in Roanoke, Virginia.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. John has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Always Fiduciary
Aliases
Brandon Bell
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. Mr. Bell is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not limited to life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. Bell spends approx. 10 hrs/week during trading hours on this activity. 2. Mr. Bell is a board member for Leisure Legacy. Mr. Bell attends monthly board meetings for non-profit fundraising, spending less than one hour per month outside of trading hours on this activity. 3. Mr. Bell works with the local chapter of the American Financial Education Alliance (AFEA). Mr. Bell conducts seminars to help eliminate financial illiteracy as part of her marketing efforts. There are no product sales or company names mentioned at these seminars. Mr. Bell spends approximately 5 hours per month on this activity during trading hours. 4. Mr. Bell is President/Owner of Bell Wealth Management, Inc. d.b.a. Southwest Virginia Wealth Management. Bell Wealth Management Inc. provides financial planning, insurance and investment advisory services. Compensation for advisory services are received on fee basis. Insurance compensation is based on commissions with those insurance carriers. 5. Mr. Bell is the President/Owner of Brandon Bell Financial Group, Inc.. This entity is used to process insurance commissions and file taxes. Mr. Bell spends approximately one hour per month on this activity during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view John Brandon Bell II'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
March 28, 2025 - Present
PROSPERITY CAPITAL ADVISORS
Office #1: 3140 Chaparral Drive, Bldg. C, Suite 108, Roanoke, VA 24018Office #2: 2020 Kraft Drive, Suite 3004, Blacksburg, VA 24060RIA
CRD#: 156480
Roanoke, VA
Past
November 18, 2021 - March 27, 2025
BELL WEALTH MANAGEMENT, INC.
RIA
CRD#: 316471
ROANOKE, VA
Past
June 2, 2017 - November 17, 2021
SOUND INCOME STRATEGIES, LLC
RIA
CRD#: 173272
Roanoke, VA
Past
March 14, 2014 - June 2, 2017
CANTELLA & CO., INC.
RIA
CRD#: 13905
ROANOKE, VA
Past
March 14, 2014 - June 2, 2017
CANTELLA & CO., INC.
BD
CRD#: 13905
ROANOKE, VA
Past
May 22, 2012 - March 14, 2014
INDEPENDENT FINANCIAL PARTNERS
RIA
CRD#: 125112
ROANOKE, VA
Past
July 2, 2002 - May 23, 2012
LPL FINANCIAL LLC
RIA
CRD#: 6413
ROANOKE, VA
Past
June 17, 2002 - March 21, 2014
LPL FINANCIAL LLC
BD
CRD#: 6413
ROANOKE, VA
Past
March 19, 1999 - June 21, 2002
CETERA ADVISORS LLC
BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past
May 7, 1997 - March 19, 1999
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
June 11, 1996 - May 9, 1997
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
June 11, 1996 - May 9, 1997
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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".
PC
PROSPERITY CAPITAL ADVISORS
C2P CAPITAL ADVISORY GROUP, LLC | WEALTH LOGIC SOLUTIONS | UNITED FINANCIAL SOLUTIONS | THE SMITH GROUP TAX & WEALTH ADVISORS | THE JL SMITH GROUP | THE CHAMBERLIN GROUP | PROSPERITY CAPITAL ADVISORS
CRD#: 156480 / SEC#: 801-72187
RIA
Registered Investment Advisory firm - (3/22/2011 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.Highlighted states indicate IAR registrations
IAR
Virginia(3/28/2025)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
PC
PROSPERITY CAPITAL ADVISORS
C2P CAPITAL ADVISORY GROUP, LLC | WEALTH LOGIC SOLUTIONS | UNITED FINANCIAL SOLUTIONS | THE SMITH GROUP TAX & WEALTH ADVISORS | THE JL SMITH GROUP | THE CHAMBERLIN GROUP | PROSPERITY CAPITAL ADVISORS
CRD#: 156480 / SEC#: 801-72187
RIA
Registered Investment Advisory firm - (3/22/2011 Approved)Loading...
Contact information
Main Address
30400 Detroit Road Suite 201, Westlake, OH 44145
Mailing Address
Phone number
(888) 240-0064
Established
Firm type
Fiscal year end
# of Employees
244
SEC notice filing (42 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 16,541 |
| AUM (Assets Under Management) | $ 4,385,706,161 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
