JB
Jason D. Bell
CETERA INVESTMENT ADVISERS LLC
ASHEVILLE, NC
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CRD#: 5436582
JB
Professional summary
Jason Dewande Bell is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Asheville, North Carolina and CETERA ADVISORS LLC located in Asheville, North Carolina.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Jason has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) DBA: MASTERS PRIVATE CLIENT GROUP LLC, INVESTMENT RELATED, 100 VILLAGE POINTE LANE, ASHVILLE, NC 28803, FINANCIAL PLANNING, START MARCH 2012, 40 HOURS PER WEEK - DURING TRADING HOURS, CO-OWNER, FINANCIAL ADVISOR. (2) WHISPER FILMS, NOT INVESTMENT RELATED, STUDIO 5 POWER ROAD STUDIOS, CHADWICK, LONDON, W4SPY, SPORTS PROGRAMMING, STARTED 10/2015, COMMENTATOR, APX 5 HOURS PER WEEK, NOT DURING TRADING HOURS, NFL HIGHLIGHTS PROGRAM. (3) NAME OF OTHER BUSINESS: DBA MASTERS PROSPORTS & ENTERTAINMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 11/10/2016; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 5 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: DBA FOR SECURITIES BUSINESS. (4) NAME OF OTHER BUSINESS: NATIONAL FOOTBALL LEAGUE INVESTMENT RELATED: NO ADDRESS: 30 PANTON ST LONDON SW1Y4AJ BUSINESS: FOOTBALL START DATE: 9/2017 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: COMMENTATOR BRIEF DESCRIPTION OF DUTIES: SPORTS TV AND REPORTING ; (5) NAME OF OTHER BUSINESS: BBC ; INVESTMENT RELATED: NO ADDRESS: LONDON UK NATURE OF BUSINESS: ENTERTAINMENT ; START DATE: 09/2020 POSITION/TITLE/RELATIONSHIP: DANCER ; APX NUMBER OF HOURS PER WEEK: 10 ; APX NUMBER OF HOURS DURING TRADING HOURS: 10 ; BRIEF DESCRIPTION OF DUTIES: DANCING ON THE STRICTLY DANCING TV SHOW ; (6) NAME OF OTHER BUSINESS: NFL UK, INVESTMENT RELATED: NO, ADDRESS: 90 PANTON ST, LONDON, UK, NATURE OF BUSINESS: SPORTS MEDIA, START DATE:03/2022, POSITION/TITLE/RELATIONSHIP: COMMENTATOR, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: PRODUCE TV SHOWS, PODCASTS, LIVE COMMENTARY AND PERSONAL APPERANCES; (7) NAME OF OTHER BUSINESS: TL ENTERTAINMENT DBA BESPOKE, INVESTMENT RELATED: NO, ADDRESS: 9 LEIGH CT, BASCOMBE ST, BRIXTON, UK, NATURE OF BUSINESS: PUBLIC APPEARANCE, START DATE: 01/2022, POSITION/TITLE/RELATIONSHIP: ENDORSEMENTS AND ENTERTAINMENT, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: PROVIDE ENDORSEMENT AND ENTERTAINMENT FOR SELECTED ENTITIES THROUGH WILLIAM MORRIS; (8) NAME OF OTHER BUSINESS: WILLIAM MORRIS, INVESTMENT RELATED: NO, ADDRESS: 100 NEW OXFORD ST, LONDON, UK, NATURE OF BUSINESS: ENDORSEMENTS, START DATE: 01/2022, POSITION/TITLE/RELATIONSHIP: CONSULTANT, APX NUMBER OF HOURS PER WEEK:1, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: ENDORSEMENT AND ENTERTAINMENT DEALS; (9) NAME OF OTHER BUSINESS: WILLIAM HILL, INVESTMENT RELATED: NO, ADDRESS: ONE BEDFORD AVE, LONDON, UK, NATURE OF BUSINESS: SPORTS BOOK, START DATE: 01/2022, POSITION/TITLE/RELATIONSHIP: COMMENTATOR, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: WEEKLY COMMENTARY ON SPORTS VIA VIDEO, OCCASIONAL PERSONAL APPEARENCES;
CRS (Client Relationship Summary) - RIA
Click below to view Jason Dewande Bell'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 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
ASHEVILLE, NC
Current
February 13, 2015 - Present
CETERA ADVISORS LLC
BD
CRD#: 10299
Asheville, NC
Past
February 17, 2015 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
ASHEVILLE, NC
Past
September 18, 2013 - March 17, 2015
CAPITAL GUARDIAN, LLC
BD
CRD#: 137919
NEW YORK, NY
Past
March 12, 2013 - March 17, 2015
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC
RIA
CRD#: 131631
LONG BEACH, CA
Past
January 28, 2010 - March 28, 2012
CIRCLE ONE WEALTH MANAGEMENT, LLC
RIA
CRD#: 152626
MOUNT PLEASANT, SC
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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
North Carolina(2/18/2015)
IAR
North Carolina(3/21/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
