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Jim Bell
Fondateur chez Bell Investment Advisors, Inc.
Postes actifs de Jim Bell
Sociétés | Poste | Début | Fin |
---|---|---|---|
Bell Investment Advisors, Inc.
![]() Bell Investment Advisors, Inc. Investment ManagersFinance Bell Investment Advisors, Inc. (BIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1991 by Jim Bell. BIA provides investment management, financial planning and financial consultation services to individuals and their trusts and estates, pension and profit-sharing plans, mutual funds, business entities and charitable foundations. | Président | 01/01/2020 | - |
Directeur en chef des Investissements | 01/01/1991 | - | |
Fondateur | 01/01/1991 | - | |
Responsable de la banque privée | 01/01/1991 | - | |
President | 01/01/1991 | 01/01/2019 |
Historique de carrière de Jim Bell
Anciens postes connus de Jim Bell
Sociétés | Poste | Début | Fin |
---|---|---|---|
Financial Planning Association
![]() Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | - | - |
Formation de Jim Bell
University of California, Santa Barbara | Undergraduate Degree |
Graduate Theological Foundation | Graduate Degree |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Chairman | 1 |
Chief Investment Officer | 1 |
Founder | 1 |
Sectorielle
Consumer Services | 3 |
Finance | 2 |
Commercial Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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Bell Investment Advisors, Inc.
![]() Bell Investment Advisors, Inc. Investment ManagersFinance Bell Investment Advisors, Inc. (BIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1991 by Jim Bell. BIA provides investment management, financial planning and financial consultation services to individuals and their trusts and estates, pension and profit-sharing plans, mutual funds, business entities and charitable foundations. | Finance |
Financial Planning Association
![]() Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |