Prior to the founding of Blue Bell Private Wealth Management, Justin was an Investment Advisor at Morgan Stanley. Justin specializes in client relations at Blue Bell Private Wealth Management; continuously meeting with clients, reviewing account holdings, discussing policies and procedures, while educating the client about our approach to investing. He is also designated as the firm’s Chief Compliance Officer and also serves as Chief Operating Officer. Justin lives in Harleysville, PA with his wife, daughter, and two sons.
Access your personal financial planning home page. Your homepage allows you to organize, store, and monitor all your personal financial information, including access to all of your accounts, credit cards, mortgages, insurance, and investments from a wide range of sources.
As a client of Blue Bell Private Wealth Management, LLC (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Company Internet web site. I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties. This password-protected access is made available to clients of Company free of charge. This authorization shall continue until canceled in writing.
I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.
