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Founder and Chairman, Board of Directors · Bell Investment Advisors Inc

James F. Bell

CRD 1294700 · Named on Form ADV at one SEC-registered adviser

At a glance

Bell Investment Advisors Inc, an SEC-registered wealth manager based in Orinda, CA with $788 million in regulatory assets, lists James F. Bell on its Form ADV as Founder and Chairman, Board of Directors, a control person.

Firms and roles

AtlasMembers

James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Forrest R. BellOwner, President, Financial Advisor, and Financial Planner, Bell Investment Advisors Inc
  • Emily H. BellOwner, Bell Investment Advisors Inc
  • Brian R. BaylisChief Compliance Officer, Bell Investment Advisors Inc

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.