Unclaimed Profile

James Frederick Bell

BELL INVESTMENT ADVISORS INC·OAKLAND, California

Series 7, Series 63Clean record22 years registeredBELL INVESTMENT ADVISORS INC

1111 BROADWAY, OAKLAND, CA 94607-4007CRD# 1294700Firm CRD# 108383

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Frederick Bell · OAKLAND, CA

Registration

CRD #1294700 · BELL INVESTMENT ADVISORS INC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BELL INVESTMENT ADVISORS INC

BELL INVESTMENT ADVISORS INC

Nov 2003 – Dec 2025

OAKLAND, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · November 24, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BELL INVESTMENT ADVISORS INC

CRD 108383 · SEC 801-56417

AUM

$645M

Regulatory assets under management

Employees

1,156 client accounts

Services offered by BELL INVESTMENT ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BELL INVESTMENT ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does James Frederick Bell offer?

James Frederick Bell specializes in Financial Planning, Investment Management, Wealth Management.

What are James Frederick Bell's credentials?

James Frederick Bell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Frederick Bell located?

James Frederick Bell is based in OAKLAND, California, last registered with BELL INVESTMENT ADVISORS INC.

How does James Frederick Bell charge for services?

James Frederick Bell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BELL INVESTMENT ADVISORS INC?

BELL INVESTMENT ADVISORS INC has approximately 11 employees and manages $645M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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