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JP

Joshua D. Pearson

BLUE BELL PRIVATE WEALTH MANAGEMENT
Blue Bell, PA 19422-2322
Some features on this profile are disabled
CRD#: 6536431
JP

Professional summary

Joshua David Pearson, who also goes by Josh Pearson, Joshua D Pearson, Joshua Pearson, is a registered financial advisor currently at BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC located in Blue Bell, Pennsylvania.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Joshua has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Josh Pearson | Joshua D Pearson | Joshua Pearson

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 Joshua David Pearson'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

February 4, 2026 - 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
Past

April 5, 2022 - February 10, 2026

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
Malvern, PA
Past

April 4, 2022 - February 10, 2026

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA
Past

November 14, 2019 - May 21, 2021

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Greenville, DE
Past

November 13, 2019 - May 21, 2021

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
Greenville, DE
Past

May 2, 2016 - August 15, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WAYNE, PA
Past

April 29, 2016 - August 15, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
WAYNE, PA
Past

October 8, 2015 - February 8, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
EXTON, 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".
BB
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
(2/4/2026)
IAR
Texas
(2/4/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/11/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/8/2015
General Securities Representative Examination

Current Firm

BB
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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
12

SEC notice filing (13 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

ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts2,332
AUM (Assets Under Management)$ 854,722,012

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 134184Blue Bell, PA 19422-2322

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