Jon Bell has been an investment adviser representative at Financial Gravity Family Office Services since September 2024, and is not listed among the firm’s executive officers or direct owners.
Financial Gravity Family Office Services, LLC is a Lakeway, TX firm with $590M under management, 1,724 clients and 16 advisers across 3 offices, as of its January 2026 filing.
- – present · 2 yearsAlbuquerque, NM · Adviser representative · Firm CRD 316024
Investment adviser representative registrations
Jon Bell is registered as an investment adviser representative in New Mexico, since September 2024.
- New MexicoSince 6 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 August 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jon Ethan Bell
- CRD
- 1983121
- Firm
- Financial Gravity Family Office Services · CRD 316024
- Office
- 1303 Rio Grande Blvd NW #6, Albuquerque, NM 87104
- Registration
- Investment adviser registration
- In the industry since
- September 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Jon Bell work?
Jon Bell is an investment adviser representative registered through Financial Gravity Family Office Services, LLC since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jon Bell a financial advisor?
Yes. Jon Bell has a current investment-adviser registration in New Mexico, through Financial Gravity Family Office Services since September 2024.
How many years of experience does Jon Bell have?
Jon Bell has 2 years in the financial industry, since September 2024, across 1 adviser firm.
What exams has Jon Bell passed?
Jon Bell passed the Series 65 in August 2024.
Where is Jon Bell based?
Jon Bell’s registered office is in Albuquerque, NM.
Is Jon Bell registered with FINRA?
No. Jon Bell has no current broker registration.
How can I verify Jon Bell’s record?
Search CRD 1983121 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jon Bell’s full registration record.