Jason Thomas Bell
Chief Investment OfficerCapital Planning Advisors LLCCRD 2464546
About Jason Thomas Bell
Jason Thomas Bell is listed as Chief Investment Officer at Capital Planning Advisors LLC in Roseville, CA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Capital Planning Advisors LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jason Thomas Bell work?
Jason Thomas Bell is listed as Chief Investment Officer at Capital Planning Advisors LLC on SEC Form ADV.
How much of Capital Planning Advisors LLC does Jason Thomas Bell own?
Form ADV reports a beneficial ownership band of Under 5%.
Capital Planning Advisors LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |