Jon graduated in May 2006 from The Pennsylvania State University with a B.S. in Finance and a minor in Economics. As a student in the Smeal College of Business at Penn State, he was an active member of the Nittany Lion Fund as a Fund Manager and an analyst of the Energy Sector. Jon is an Investment Advisor Representative and an active member of the Investment Strategy Committee where he assists with financial models, investment strategy and asset allocation.
Jon Sobotkin
Partner
Blue Bell Private Wealth Management
United States, Pennsylvania, Lansdale
About Me
Profile Information
Partner
Blue Bell Private Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Lansdale
Pennsylvania
United States
Aug 20, 2024
Keylinks
More profiles to browse

Justin Capetola
Managing Partner
JS
Jonathan Scott Miller
Managing Partner
J. Scott Miller Jr.
Co-Founder and Managing Partner
HF
Hank Fox
Investment Advisor Representative, Financial Planner
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth