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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

Jack Bell

Advisor at SCHWAB WEALTH ADVISORY, INC.

Oldsmar, FL

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Search this name across graphsid dfx:ria:f4cda9d5-5f69-4246-dd4a-caf72dbf34f7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Jul 13, 2017 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: SCHWAB WEALTH ADVISORY, INC.
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jun 23, 2017
First registration: Jul 13, 2017
Dual registered: yes, broker-dealer
Other names: JACK NEWELL BELL|JACK NEWELL BELL|JACK NEWELL BELL|JACK BELL
IAPD individual key: 4555238

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
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Sep 11, 2025	n/a	yes	Oldsmar, FL	Current employment
FPF ADVISORS LLC	n/a	Oct 9, 2024	Aug 4, 2025	no	OLDSMAR, FL	Previous registration
ADVISORY SERVICES NETWORK	Independent wealth	Jun 12, 2023	Sep 13, 2024	no	Sarasota, FL\|ATLANTA, GA	Previous registration
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Feb 17, 2021	Apr 5, 2023	no	ATLANTA, GA\|SAINT PETERSBURG, FL	Previous registration
BB&T SECURITIES, LLC	Former SEC adviser	Aug 23, 2018	Feb 17, 2021	no	ATLANTA, GA\|CHARLOTTE, NC\|ATLANTA, GA\|RICHMOND, VA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 13, 2017	Aug 17, 2018	no	ATLANTA, GA	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
FPF ADVISORS LLC	SCHWAB WEALTH ADVISORY, INC.	Aug 4, 2025	Sep 11, 2025	38	Firm change	Other
ADVISORY SERVICES NETWORK	FPF ADVISORS LLC	Sep 13, 2024	Oct 9, 2024	26	Firm change	Other
TRUIST ADVISORY SERVICES, INC.	ADVISORY SERVICES NETWORK	Apr 5, 2023	Jun 12, 2023	68	Firm change	Ibd to RIA
BB&T SECURITIES, LLC	TRUIST ADVISORY SERVICES, INC.	Feb 17, 2021	Feb 17, 2021	0	Bulk transfer	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	BB&T SECURITIES, LLC	Aug 17, 2018	Aug 23, 2018	6	Firm change	Wirehouse to ibd

Relationships

Registered with (6)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
Sep 11, 2025 to presentfactForm ADV
→ FPF ADVISORS LLCRegistered adviserregistration: previous registration
Oct 9, 2024 to Aug 4, 2025factForm ADV
→ ADVISORY SERVICES NETWORKRegistered adviserregistration: previous registration
Jun 12, 2023 to Sep 13, 2024factForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Feb 17, 2021 to Apr 5, 2023factForm ADV
→ BB&T SECURITIES, LLCRegistered adviserregistration: previous registration
Aug 23, 2018 to Feb 17, 2021factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 13, 2017 to Aug 17, 2018factForm ADV

Dated events

Occurred
Aug 4, 2025
Advisor changed firm
Jack Bell left Fpf Advisors Llc for Schwab Wealth Advisory, Inc. (registered 2025-09-11)
Form ADVobserved 6 days ago
Occurred
Sep 13, 2024
Advisor changed firm
Jack Bell left Advisory Services Network for Fpf Advisors Llc (registered 2024-10-09)
Form ADVobserved 6 days ago
Occurred
Apr 5, 2023
Advisor changed firm
Jack Bell left Truist Advisory Services, Inc. for Advisory Services Network (registered 2023-06-12)
Form ADVobserved 6 days ago