Jon P. Sobotkin

BLUE BELL PRIVATE WEALTH MANAGEMENT

Blue Bell, PA 19422-2322

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CRD#: 5268398

Professional summary

Jon Philip Michael Sobotkin, who also goes by Jon Sobotkin, is a registered financial advisor currently at BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC located in Blue Bell, Pennsylvania.

Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jon has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Sobotkin

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 Jon Philip Michael Sobotkin'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

January 10, 2007 - Present

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Office #1: Blue Bell Executive Campus 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322

RIA

CRD#: 134184

Blue Bell, PA

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".

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | SMJCSMJ ADVISORY SERVICES | BLUE BELL WEALTH MANAGEMENT

CRD#: 134184 / SEC#: 801-64005

RIA

Registered Investment Advisory firm - (2/28/2005 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

Pennsylvania
(1/10/2007)

IAR

Texas
(10/31/2016)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/13/2006

Uniform Investment Adviser Law Examination

Current Firm

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | SMJCSMJ ADVISORY SERVICES | BLUE BELL WEALTH MANAGEMENT

CRD#: 134184 / SEC#: 801-64005

RIA

Registered Investment Advisory firm - (2/28/2005 Approved)

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Contact information

Main Address

Blue Bell Executive Campus 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322

Mailing Address

Phone number

(610) 825-3540

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	2,332
AUM (Assets Under Management)	$ 854,722,012

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/29/2024	Cover Page	Report

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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Jon P. Sobotkin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Philip Michael Sobotkin's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/13/2006

Current Firm

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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