James Edward Bey
Investment adviser representative at Independent Wealth Network, Inc.
10 yearsExperience
9 statesRegistered in
ChFC®Designation
$518.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Emerson Equity LLCJan 2024 to now
- Independent Wealth Network, Inc.Dec 2017 to now
- Brokers International Financial Services, LLCJan 2018 to Dec 2023
- Kestra Financial Services, Inc.Jan 2016 to Dec 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 9 states (AZ, GA, IL, MI, MN, MO, PA, TX, WI).
Independent Wealth Network, Inc.
$518.4MAssets managed
1,460Clients
34Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1933696
- Firm CRD
- 286262