James Bell is Founder and Chairman, Board of Directors and Trustee of Bell Family 2001 Trust of Bell Investment Advisors, is a control person of the firm and directly owns under 5% of it.
Bell Investment Advisors Inc is an Orinda, CA firm with $788M under management, 443 clients and 6 advisers in one office, as of its June 2026 filing.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 9 December 1993 |
| Series 7 | General Securities Representative Examination | 18 August 1984 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- James Frederick Bell
- CRD
- 1294700
- Firm
- Bell Investment Advisors · CRD 108383
- Role
- Founder and Chairman, Board of Directors; Trustee of Bell Family 2001 Trust
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does James Bell work?
James Bell is Founder and Chairman, Board of Directors; Trustee of Bell Family 2001 Trust of Bell Investment Advisors Inc, and is a control person of the firm.
Does James Bell have a current investment-adviser registration?
James Bell has no current investment-adviser or broker registration.
What exams has James Bell passed?
James Bell has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 1984.
Where was James Bell previously registered as an investment adviser?
James Bell has past investment-adviser registrations through Bell Investment Advisors Inc, November 2003 to December 2025, across 1 firm.
Is James Bell registered with FINRA?
No. James Bell has no current broker registration.
How can I verify James Bell’s record?
Search CRD 1294700 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Bell’s full registration record.
