Jerene Meissert has been an investment adviser representative at Bell Investment Advisors since August 2008, and is not listed among the firm’s executive officers or direct owners.
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.
- Bell Investment Advisors IncCurrent– present · 18 yearsOrinda, CA · Adviser representative · Firm CRD 108383
Investment adviser representative registrations
Jerene Meissert is registered as an investment adviser representative in California, since August 2008.
- CaliforniaSince 20 August 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 August 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 May 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 May 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jerene Ruth Meissert
- CRD
- 4179120
- Firm
- Bell Investment Advisors · CRD 108383
- Office
- 2 THEATRE SQUARE, SUITE 315, Orinda, CA 94563
- Registration
- Investment adviser registration
- In the industry since
- August 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Jerene Meissert work?
Jerene Meissert is an investment adviser representative registered through Bell Investment Advisors Inc since August 2008, and is not listed among the firm’s executive officers or direct owners.
Is Jerene Meissert a financial advisor?
Yes. Jerene Meissert has a current investment-adviser registration in California, through Bell Investment Advisors since August 2008.
How many years of experience does Jerene Meissert have?
Jerene Meissert has 18 years in the financial industry, since August 2008, across 1 adviser firm.
What exams has Jerene Meissert passed?
Jerene Meissert has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in May 2006.
Where is Jerene Meissert based?
Jerene Meissert’s registered office is in Orinda, CA.
Is Jerene Meissert registered with FINRA?
No. Jerene Meissert has no current broker registration.
How can I verify Jerene Meissert’s record?
Search CRD 4179120 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jerene Meissert’s full registration record.
