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JB

John B. Bell

PROSPERITY CAPITAL ADVISORS
Roanoke, VA 24018
Some features on this profile are disabled
CRD#: 2744350
JB

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.

Question & Answer

Are you a "fiduciary"?
Yes

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Brandon Bell II's CRS (Customer Relationship Summary).
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®
None

Experience

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 24060
RIA
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

State Security Law Exam
IAR
Series 65
Date: 6/25/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/25/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/2/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/10/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/16/2002
General Securities Principal Examination

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)
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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
202

SEC notice filing (42 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PCA PART 2A 2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts14,823
AUM (Assets Under Management)$ 3,684,966,200

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

PROSPERITY CAPITAL ADVISORS

CRD#: 156480Roanoke, VA 24018

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