About

Jaydee Villaflor

Relationship Manager

Joined Bell: 2020

Hidden Talent: Coloring books & DIYing

Inspiration: Family and music

Jaydee joined Bell Investment Advisors in July 2020 and serves as a Relationship Manager. Jaydee is highly motivated and progress-focused and has extensive experience in the finance industry. She has held client service and operations roles with various firms in the Bay Area, including seven years with Barclays Wealth. She has successfully completed the Series 7, Series 63 and Series 9 examinations administered by FINRA and is also a California Notary Public.

As a San Francisco Native, Jaydee has strong ties to the Bay Area. She is an avid sports fan. Go WARRIORS!! She enjoys live theater productions, spending time with her family, and anything Disney-related. She and her family visit The Magic Kingdom a few times throughout the year.

 

 

Market Analysis

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“There Are Better Things Ahead Than Any We Leave Behind”
January 6, 2021

As December came to a close, the global equity markets added several percentage points to their …Read More


Video

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Webinar: 2020 Election Impact – What Investors Should Know
October 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Career/Life Coaching Blog

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Thoughts from Bonnie on Balance in Times of Stress
May 12, 2020

Originally Posted March 15, 2011 Back in 2011, the world was in a different form of crisis. The …Read More