Jack N. Bell

SCHWAB WEALTH ADVISORY

Atlanta, GA 30326

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CRD#: 4555238

Professional summary

Jack Newell Bell JR, CFP®, who also goes by Jack Newell Bell Jr, Jack Newell Bell Jr., Jack Newell Bell, Jack Bell, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Atlanta, Georgia and CHARLES SCHWAB & CO., INC. located in Atlanta, Georgia.

Jack is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Jack has worked at 12 firms and has passed the Series 63, Series 66, Series 79TO, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack Newell Bell Jr | Jack Newell Bell Jr. | Jack Newell Bell | Jack 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) FPF Advisors LLC | Investment Related:No||Other|none|2024-05-28|Less than 20|0|none

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Newell Bell JR'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

September 11, 2025 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: 3424 Peachtree Road Ne Suite 1750, Atlanta, GA 30326

RIA

CRD#: 159035

Atlanta, GA

Current

September 10, 2025 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 3424 Peachtree Road Ne Suite 1750, Atlanta, GA 30326

RIA

CRD#: 5393

Atlanta, GA

Past

October 9, 2024 - August 4, 2025

FPF ADVISORS LLC

RIA

CRD#: 332038

OLDSMAR, FL

Past

June 12, 2023 - September 13, 2024

ADVISORY SERVICES NETWORK

RIA

CRD#: 146051

Sarasota, FL

Past

February 17, 2021 - April 5, 2023

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

SAINT PETERSBURG, FL

Past

February 17, 2021 - April 5, 2023

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

SAINT PETERSBURG, FL

Past

August 23, 2018 - February 17, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

August 23, 2018 - February 17, 2021

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

July 13, 2017 - August 17, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ATLANTA, GA

Past

June 19, 2017 - August 17, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ATLANTA, GA

Past

February 20, 2014 - July 1, 2016

FIFTH THIRD SECURITIES, INC.

CRD#: 628

ATLANTA, GA

Past

March 19, 2012 - December 12, 2013

WELLS FARGO SECURITIES, LLC

CRD#: 126292

CHARLOTTE, NC

Past

July 21, 2011 - December 21, 2011

MIZUHO SECURITIES USA LLC

CRD#: 19647

ATLANTA, GA

Past

April 14, 2010 - July 22, 2011

SANDLER, O'NEILL & PARTNERS, L.P.

CRD#: 23328

ATLANTA, GA

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".

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 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.

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

Alabama
(10/7/2025)

Alaska
(10/7/2025)

Arizona
(9/26/2025)

Arkansas
(10/13/2025)

California
(10/7/2025)

Colorado
(9/18/2025)

Connecticut
(9/19/2025)

Delaware
(10/8/2025)

District of Columbia
(9/19/2025)

Florida
(9/17/2025)

IAR

Georgia
(9/11/2025)

Georgia
(9/16/2025)

Hawaii
(10/8/2025)

Idaho
(9/22/2025)

Illinois
(9/18/2025)

Indiana
(10/8/2025)

Iowa
(10/7/2025)

Kansas
(10/7/2025)

Kentucky
(9/18/2025)

Louisiana
(9/18/2025)

Maine
(10/7/2025)

Maryland
(9/23/2025)

Massachusetts
(10/8/2025)

Michigan
(9/18/2025)

Minnesota
(9/18/2025)

Mississippi
(9/18/2025)

Missouri
(10/7/2025)

Montana
(9/18/2025)

Nebraska
(9/18/2025)

Nevada
(10/7/2025)

New Hampshire
(10/8/2025)

New Jersey
(9/18/2025)

New Mexico
(10/8/2025)

New York
(10/8/2025)

North Carolina
(10/7/2025)

North Dakota
(10/13/2025)

Ohio
(10/7/2025)

Oklahoma
(9/18/2025)

Oregon
(10/7/2025)

Pennsylvania
(10/8/2025)

Puerto Rico
(10/17/2025)

Rhode Island
(10/8/2025)

South Carolina
(9/18/2025)

South Dakota
(9/18/2025)

Tennessee
(10/9/2025)

Texas
(10/7/2025)

Utah
(10/7/2025)

Vermont
(10/7/2025)

Virgin Islands
(10/7/2025)

Virginia
(9/19/2025)

Washington
(9/18/2025)

West Virginia
(10/15/2025)

Wisconsin
(10/8/2025)

Wyoming
(10/9/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/7/2025

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/23/2017

Uniform Combined State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/13/2010

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 8/2/2014

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 4/8/2014

General Securities Principal Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 Approved)

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Contact information

Main Address

211 Main Street, San Francisco, CA 94105-1901

Mailing Address

Phone number

(415) 667-7000

Established

Firm type

Fiscal year end

# of Employees

1,042

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (9/23/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Jack N. Bell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Newell Bell JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

FPF ADVISORS LLC

ADVISORY SERVICES NETWORK

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FIFTH THIRD SECURITIES, INC.

WELLS FARGO SECURITIES, LLC

MIZUHO SECURITIES USA LLC

SANDLER, O'NEILL & PARTNERS, L.P.

Primary Firm SEC Registration

SCHWAB WEALTH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/7/2025

Series 66

Date: 6/23/2017

Series 79TO

Date: 1/2/2023

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 4/13/2010

Series 53

Date: 8/2/2014

Series 24

Date: 4/8/2014

FINRA

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

SCHWAB WEALTH ADVISORY, INC.

TRUST BUT VERIFY

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