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Axel John Bellars

BELLARS HARRIS WEALTH MANAGEMENT
VIRGINIA BEACH, VA
·CRD# 6882122·8 years experience

Professional Summary

Axel John Bellars, who also goes by Axel Bellars, is a registered financial advisor currently at BELLARS HARRIS WEALTH MANAGEMENT located in Virginia Beach, Virginia. Axel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Axel has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 9 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Axel Bellars

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

8 years in the financial services industry

Current & Past Employments

Current

BELLARS HARRIS WEALTH MANAGEMENTCurrent·CRD# 338986
RIA
4429 Bonney Rd. Suite 530, Virginia Beach, VA 23462-3881
January 2, 2026 - Present

Past

CPC ADVISORS, LLCPast·CRD# 111025
RIA
Virginia Beach, VA
May 5, 2022 - December 31, 2025
RAYMOND JAMES FINANCIAL SERVICES, INC.Past·CRD# 6694
BD
Virginia Beach, VA
May 18, 2020 - December 31, 2025
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCPast·CRD# 149018
RIA
Virginia Beach, VA
May 18, 2020 - September 20, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
RIA
Virginia Beach, VA
October 22, 2018 - May 21, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
BD
Virginia Beach, VA
September 6, 2018 - May 21, 2020

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Current Firm

BH
BELLARS HARRIS WEALTH MANAGEMENT

BELLARS HARRIS WEALTH MANAGEMENT | BELLARS HARRIS WEALTH MANAGEMENT, LLC

CRD#: 338986 / SEC#: 801-134785
RIA
Registered Investment Advisory firm - SEC (11/19/2025 Approved)

Contact Information

Main Address

4429 Bonney Rd. Suite 530, Virginia Beach, VA 23462-3881

Phone Number

(757) 704-4200

# of Employees

8

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BELLARS HARRIS WEALTH MANAGEMENT ADV PART 2A (4/29/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,496

AUM (Assets Under Management)

$505,382,390

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) Name of Business: AJB Holdings Inc. Address: 4429 Bonney Rd Ste 530, Virginia Beach, VA, 23462-3881, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner
(2) Name of Business: Bellars Anna; Bellars Axel Address: 4429 Bonney Rd Ste 530, Virginia Beach, VA, 23462-3881, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting) Investment Related: Yes Start Date: 01/23/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: In the case that Anna Bellars loses the ability to manage her assets, I am on file to act as her Power of Attorney.

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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".
BH
BELLARS HARRIS WEALTH MANAGEMENT

BELLARS HARRIS WEALTH MANAGEMENT | BELLARS HARRIS WEALTH MANAGEMENT, LLC

CRD#: 338986 / SEC#: 801-134785
RIA
Registered Investment Advisory firm - SEC (11/19/2025 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.
IAR
Virginia
(1/2/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2018About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2018About the Series 7 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Sep 2020About the Series 9 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Axel John Bellars's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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