DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jerome Anthony Bellm
Feed of 09/15/2026
Also filed as Jerry Bellm
At current firm
4 y
since Nov 1, 2021
In the industry
33 y
since Oct 2, 1992 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Highpoint Planning Partners independent RIA currentsince Nov 1, 2021 · Downers Grove, Il
- Highpoint Advisor Group, LLC formerNov 21, 2014 to Dec 31, 2021 · Morris, Il
- Level Four Advisory Services BD affiliatedJan 8, 2014 to Dec 2, 2014 · Morris, Il
- Wells Fargo Advisors wirehouseJan 1, 2008 to Dec 19, 2011 · Joliet, Il
- A. G. Edwards & Sons, Inc. unclassifiedDec 28, 2000 to Jan 1, 2008 · Morris, Il
Moves
a registration end followed by a registration begin elsewhere
- Highpoint Advisor Group, LLC to Highpoint Planning Partnersleft Dec 31, 2021, registered Nov 1, 2021 (-60 days) · corporate re-registration, not a move
- Level Four Advisory Services to Highpoint Advisor Group, LLCleft Dec 2, 2014, registered Nov 21, 2014 (-11 days) · Other
- Wells Fargo Advisors to Level Four Advisory Servicesleft Dec 19, 2011, registered Jan 8, 2014 (751 days) · Other
- A. G. Edwards & Sons, Inc. to Wells Fargo Advisorsleft Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address