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RIA / WealthAdvisorCertified Financial Planner11 years in industry

Joshua David Pearson

Advisor at BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

BLUE BELL, PA

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Search this name across graphsid dfx:ria:a8040f67-181d-c014-812d-b8d9a283c5c3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 2, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 11, 2016
First registration: May 2, 2016
Dual registered: no
Other names: Joshua D Pearson|Josh Pearson|Joshua Pearson
IAPD individual key: 6536431

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	Independent wealth	Feb 5, 2026	n/a	yes	BLUE BELL, PA	Current employment
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Apr 5, 2022	Feb 10, 2026	no	Malvern, PA	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Nov 14, 2019	May 21, 2021	no	Wilmington, DE\|Berwyn, PA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 2, 2016	Aug 15, 2019	no	EXTON, PA\|WAYNE, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VANGUARD ADVISERS, INC.	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	Feb 10, 2026	Feb 5, 2026	-5	Firm change	Ibd to RIA
COMMONWEALTH FINANCIAL NETWORK	VANGUARD ADVISERS, INC.	May 21, 2021	Apr 5, 2022	319	Firm change	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	COMMONWEALTH FINANCIAL NETWORK	Aug 15, 2019	Nov 14, 2019	91	Firm change	Wirehouse to ibd

Relationships

Registered with (4)

→ BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Feb 5, 2026 to presentfactForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Apr 5, 2022 to Feb 10, 2026factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Nov 14, 2019 to May 21, 2021factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 2, 2016 to Aug 15, 2019factForm ADV

Dated events

Occurred
Feb 10, 2026
Advisor changed firm
Joshua David Pearson left Vanguard Advisers, Inc. for Blue Bell Private Wealth Management, Llc (registered 2026-02-05)
Form ADVobserved 6 days ago