Jerene R. Meissert

BELL INVESTMENT ADVISORS

ORINDA, CA 94563

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CRD#: 4179120

Professional summary

Jerene Ruth Meissert is a registered financial advisor currently at BELL INVESTMENT ADVISORS INC located in Orinda, California.

Jerene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jerene has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

DAISY'S NOT INVESTMENT RELATED 1347 PARK STREET ALAMEDA, CALIFORNIA 94501 GIFT SHOP CASHIER/SALES 8 HOURS/MONTH - NO COMPENSATION WEEKEND ONLY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerene Ruth Meissert'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

August 20, 2008 - Present

BELL INVESTMENT ADVISORS INC

Office #1: 2 Theatre Square Suite 315, Orinda, CA 94563

RIA

CRD#: 108383

ORINDA, CA

Past

May 2, 2006 - July 21, 2006

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

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
(8/20/2008)

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

IAR

Series 65

Date: 8/19/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/2/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 5/1/2006

Investment Company Products/Variable Contracts 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.

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Jerene R. Meissert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerene Ruth Meissert's CRS (Customer Relationship Summary).

Certified licenses

Experience

BELL INVESTMENT ADVISORS INC

STATE FARM VP MANAGEMENT CORP.

Primary Firm SEC Registration

BELL INVESTMENT ADVISORS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/19/2008

Series 63

Date: 5/2/2006

Series 6

Date: 5/1/2006

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

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