James F. Bell

BELL INVESTMENT ADVISORS

OAKLAND, CA 94607-4036

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CRD#: 1294700

Professional summary

James Frederick Bell, who also goes by Jim Bell, is a registered financial advisor currently at BELL INVESTMENT ADVISORS INC located in Oakland, California.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. James has worked at 8 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jim Bell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Frederick Bell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 24, 2003 - Present

BELL INVESTMENT ADVISORS INC

Office #1: 1111 Broadway Suite 1630, Oakland, CA 94607-4036

RIA

CRD#: 108383

OAKLAND, CA

Past

December 17, 1992 - July 2, 1996

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

January 17, 1991 - December 31, 1992

PLANNED INVESTMENTS INC.

CRD#: 5066

ATLANTA, GA

Past

August 25, 1989 - December 19, 1990

FIRST AFFILIATED SECURITIES

CRD#: 23737

LA JOLLA, CA

Past

December 21, 1987 - August 25, 1989

PFG SECURITIES, INC.

CRD#: 15401

Past

October 15, 1985 - January 14, 1988

FPI SECURITIES, INC.

CRD#: 10280

Past

July 16, 1985 - October 14, 1985

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

CRD#: 5774

Past

August 21, 1984 - March 12, 1985

CYPRES, ROSS AND ASSOCIATES, INC.

CRD#: 10150

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BELL INVESTMENT ADVISORS INC

CRD#: 108383 / SEC#: 801-56417

RIA

Registered Investment Advisory firm - (4/12/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(11/24/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/9/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/18/1984

General Securities Representative Examination

Current Firm

BELL INVESTMENT ADVISORS INC

CRD#: 108383 / SEC#: 801-56417

RIA

Registered Investment Advisory firm - (4/12/1999 Approved)

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Contact information

Main Address

2 Theatre Square Suite 315, Orinda, CA 94563

Mailing Address

Phone number

(510) 433-1066

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BELL INVESTMENT ADVISORS FORM ADV PART 2A - JUNE 2025 (6/24/2025)

Regulatory assets under management

Total Number of Accounts	1,157
AUM (Assets Under Management)	$ 686,430,353

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

James F. Bell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Frederick Bell's CRS (Customer Relationship Summary).

Certified licenses

Experience

IFG NETWORK SECURITIES, INC.

PLANNED INVESTMENTS INC.

FIRST AFFILIATED SECURITIES

PFG SECURITIES, INC.

FPI SECURITIES, INC.

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

CYPRES, ROSS AND ASSOCIATES, INC.

Primary Firm SEC Registration

BELL INVESTMENT ADVISORS INC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/9/1993

Series 7

Date: 8/18/1984

Current Firm

BELL INVESTMENT ADVISORS INC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BELL INVESTMENT ADVISORS INC

TRUST BUT VERIFY

Contact information

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