Raymond James welcomes Maryland advisor managing $150 million in client assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Jason “Jay” Bell, CPWA®, CFP®, CEPA®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – in Hunt Valley, Maryland, according to Alex David, Northeast division director for RJFS.
Bell arrives from Northwestern Mutual Wealth Management Company where he managed approximately $150 million in client assets. He leads Terrapin Ridge Partners, providing financial planning and investment management services to clients, with a specialized focus on business owners, corporate executives with concentrated stock positions and retirees.
“Raymond James offers the independence we were looking for bolstered by a robust technology suite that helps me ensure a more seamless advisory experience,” said Bell. “The firm’s advanced technology platform and expanded high-net-worth capabilities allow us to deliver the impactful, people-focused advice that our clients expect with greater efficiency.”
Bell offers clients more than 17 years of financial services industry experience backed by a bachelor’s degree from the University of Maryland, College Park alongside the Certified Private Wealth Advisor®, CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor® designations. He began his career in 2008 as a financial advisor with Morgan Stanley and affiliated with Northwestern Mutual Investment Services in 2009.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.73 trillion as of Sept. 30, 2025. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Terrapin Ridge Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®”. Use of the CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.