Jonathan Miller
Blue Bell Private Wealth Management · Blue Bell, Pennsylvania
Jonathan Miller is a fee-only financial advisor at Blue Bell Private Wealth Management in Blue Bell, Pennsylvania. Jonathan focuses on tax planning and retirement planning. Blue Bell Private Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Blue Bell Private Wealth Management |
|---|---|
| Based in | Blue Bell, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.12B across 2,249 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 4363504 |
| Exams passed | Series 66 (2001) |
| Firm size | 13 employees |
| Disclosures | Reported; see the SEC record |
| Website | bluebellpwm.com |
How Jonathan's firm compares
- Blue Bell Private Wealth Management's average account is about $499,000, from its Form ADV (assets managed divided by 2,249 accounts).
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Questions about Jonathan
Is Jonathan Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Blue Bell Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Blue Bell Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jonathan Miller based?
Jonathan Miller is based in Blue Bell, Pennsylvania.
What does Jonathan specialize in?
Jonathan's specialties include tax planning and retirement planning. Jonathan works with retirees.
Is Jonathan Miller registered with the SEC?
Yes. Jonathan Miller is registered as an investment adviser representative in PA and TX (CRD 4363504), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Blue Bell Private Wealth Management manage?
Blue Bell Private Wealth Management reports $1.12B across 2,249 accounts in assets under management.
How do I contact Jonathan Miller?
Through Jonathan's website, bluebellpwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Blue Bell Private Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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