Skip to content

Prudential Advisors Onboards Advisor From J.P. Morgan

David Bellamy Joins Prudential’s Mid America Financial Group, Previously Managed $140 Million At J.P. Morgan

Prudential Advisors Onboards Advisor From J.P. Morgan
John Begley, Managing Director, Prudential Advisors
Published:

Prudential Advisors announced that David Bellamy, a Lexington, Kentucky-based financial advisor with more than 20 years of experience, has joined the firm’s Mid America Financial Group, based in Columbus, Ohio.

Bellamy was responsible for over $140 million in client assets at his prior firm, J.P. Morgan Wealth Management. Bellamy began his financial services career as a relationship banker at JPMorgan Chase before becoming a Private Client Advisor at J.P. Morgan Wealth Management.

“David is exactly the kind of wealth manager we are looking to attract to our team,” said John Begley, Managing Director, Prudential Advisors. “At Mid America Financial Group, David will be able to leverage the full breadth of Prudential Advisors’ resources to grow his practice and deliver an exceptional, full-service wealth management experience for his clients.”

David Bellamy, Financial Advisor, Prudential Advisors

“My job is to give clients the guidance they need to thrive over the long term,” said Bellamy. “Prudential Advisors offers the freedom, flexibility and resources to support that work. Its entrepreneurial, collaborative culture and growth mindset will help me take my business to the next level as we navigate the evolving wealth management industry.”

Prudential Advisors supports more than 3,000 financial advisors through an open-architecture platform. It is the wealth management arm of Prudential Financial, a global investment manager with approximately $1.6 trillion in assets under management as of March 31.

Wealth Solutions Report can be reached at info@wealthsolutionsreport.com.

Tags: Upmarket

More in Upmarket

See all

More from WSR Newsroom

See all

From our partners