Jerene Meissert, financial advisor Oakland CA

Jerene Meissert

CRD Number: 4179120
Current Firm: Bell Investment Advisors Inc.

Jerene Meissert (CRD# 4179120) is an Investment Advisor Representative working at Bell Investment Advisors Inc. in Oakland, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Bell Investment Advisors, Inc. Oakland, CA Jul 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2006
S65 NASAA Investment Advisors Law Examination Aug 2008
Contact Info for Jerene R. Meissert
Phone Number: 510-433-1066
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    645
    MILLIONS
  • Total Number of Accounts
    1,156
    ACCOUNTS
  • Average Account Value
    $557,558
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, NY, OR, TX, WA

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