AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JB

John D. Bell

THRYVE WEALTH MANAGEMENT
IRVING, TX 75039
Some features on this profile are disabled
CRD#: 6709012
JB

Professional summary


John Desmond Bell, who also goes by John D Bell, is a registered financial advisor currently at THRYVE WEALTH MANAGEMENT located in Irving, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. John has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John D 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) Strive Asset Management, LLC; Investment Related; Dublin, OH; Investment Sales; Regional Sales Consultant; 8/22 Start Date; 160 hours per month, 0 during trading hours. 2) Rental Property; Non-Investment related; Chicago, IL; Began 09/2022; Real Estate Rental; Owner; Rent out former primary residence to tenants; 0 hours per month, 0 during trading hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Desmond Bell'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

October 17, 2025 - Present

THRYVE WEALTH MANAGEMENT

Office #1: 909 Lake Carolyn Pkwy Suite 330, Irving, TX 75039
RIA
CRD#: 335920
IRVING, TX
Past

November 9, 2023 - October 10, 2025

STRIVE ASSET MANAGEMENT

RIA
CRD#: 322039
DALLAS, TX
Past

August 30, 2022 - November 22, 2024

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
Dublin, OH
Past

March 3, 2017 - August 3, 2022

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
CHICAGO, IL
Past

March 3, 2017 - August 3, 2022

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
CHICAGO, IL
Past

November 30, 2016 - February 21, 2017

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
SOUTHFIELD, MI

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".
TW
THRYVE WEALTH MANAGEMENT
STRIVE WEALTH MANAGEMENT, LLC | THRYVE WEALTH MANAGEMENT LLC | THRYVE WEALTH MANAGEMENT

CRD#: 335920 / SEC#: 801-132749

RIA
Registered Investment Advisory firm - (5/9/2025 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
Texas
(10/17/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/14/2016
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TW
THRYVE WEALTH MANAGEMENT
STRIVE WEALTH MANAGEMENT, LLC | THRYVE WEALTH MANAGEMENT LLC | THRYVE WEALTH MANAGEMENT

CRD#: 335920 / SEC#: 801-132749

RIA
Registered Investment Advisory firm - (5/9/2025 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
909 Lake Carolyn Pkwy Suite 330, Irving, TX 75039
Mailing Address
Phone number
(805) 451-2909
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (4 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

THRYVE WEALTH MANAGEMENT - FORM ADV PART 2A BROCHURE (10/17/2025)

Regulatory assets under management


Total Number of Accounts229
AUM (Assets Under Management)$ 179,089,530

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


THRYVE WEALTH MANAGEMENT

CRD#: 335920Irving, TX 75039

TRUST BUT VERIFY

Monitor John Bell

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


David Antonio Alvarez
David AlvarezAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Grapevine, TX
Sean Ryan Leonard
Sean LeonardAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Hurst, TX
Kenneth Bernard Hopkins
Kenneth HopkinsAdvisorCheck Check Mark
ORION WEALTH MANAGEMENT LLC
IAR
RR
Garland, TX
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics