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portrait of Jeffrey Bell
FINANCIAL ADVISOR

Jeffrey Bell

CFP®, CPWA®, AAMS™
5201 California Ave Ste 340, Bakersfield, CA 93309opens in a new window
CallSend Me a Message

About Jeffrey

Our primary purpose is to understand your financial priorities and then create a customized financial strategy with specific actions for reaching those goals. We accomplish this by spending time learning about what is important to you, leveraging the tools and resources provided by Edward Jones, and collaborating with your CPA, attorney and other professionals to document your strategy and then execute it. Along the way, we regularly discuss your progress together through an established process of account reviews.

In 1999, I began my career with Edward Jones as a financial advisor, immediately following my graduation from Brigham Young University with a...

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Income Strategies
  • College Savings
  • Charitable Giving
  • Estate & Legacy Strategies

Work History

  • Edward JonesMay 1999 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CPWA®

    Certified Private Wealth Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Brigham Young UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Gardening
  • Reading
  • Traveling
  • Volunteering

Team Members

  • Spencer Gumm
    Registered Branch Associate
  • Nellie Mesa
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Phone

(661) 322-2033

Fax

(888) 451-2507

Office Address

5201 California Ave Ste 340
Bakersfield, CA 93309opens in a new window

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