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Jerene Ruth Meissert

Bell Investment Advisors Inc.

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About Jerene Ruth Meissert

Jerene Ruth Meissert is an Investment Adviser Representative at Bell Investment Advisors Inc. Jerene is registered with the state of California. Jerene has been in the industry since May 2, 2006. Jerene has passed the Series 63, Series 65, and Series 6 exams. Jerene has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jerene provides a range of services, including financial planning, portfolio management for individuals and businesses, and career counseling.

Firm Information

Jerene Meissert is currently registered with Bell Investment Advisors Inc.. Bell Investment Advisors Inc. is an investment advisor based in Oakland, CA with $644,537,129 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and portfolio management for businesses. Bell Investment Advisors Inc. also offers career counseling as an advisory service.
Bell Investment Advisors Inc.

1111 BROADWAY

OAKLAND, CA 94607-4007

$644.54M

Assets Under Management

1

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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career counseling

Career counseling

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jerene Meissert’s Registration & Firm History

CA

08/20/2008 - Present

Bell Investment Advisors Inc. (OAKLAND CA)

IL

05/02/2006 - 07/21/2006

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

IA

Issued 08/19/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/02/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/01/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jerene Ruth Meissert.
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