Sharing the truth with listeners concerning the economy and the financial markets
Stay informed about the markets and economy with Strategic Market Notes.

Jim Bell

Jim Bell carries a wealth of investment knowledge and over 40 years of experience in the securities industry.  He has served as a registered advisor and managed brokerage offices for many of the top-named large brokerage firms, including Merrill Lynch, Morgan Stanley, and Drexel Burnham Lambert.  Over the years he has fulfilled many roles and has vast experience in hiring, training, educating, and mentoring professionals and the public alike.  Holding a certificate of competence from the Options Institute, he teaches classes on the uses and risks of listed options developed by the Chicago Board Options Exchange (CBOE).  Jim is a Certified Senior Advisor and has a passion for helping seniors find suitable investment opportunities to help them “outlive” their money.

Jim is an Investment Advisor and is licensed by the State of Texas as an Insurance Agent.  Strategic Money Report LLC is wholly owned by Jim and offers advisory services through Worth Financial Group in Dallas, Texas.  He is a graduate of West Texas State University and attended The University of Dallas Graduate School of Management.

Jim has one son, Paul, who is now married and raising children with his wife.  Jim enjoys riding horses, snow skiing, scuba diving, and rooting for the Texas Rangers and the Dallas Cowboys.  He is a member of Gateway Church in Southlake, Texas


The existence of this website should not be construed in any direct or indirect manner as a solicitation for securities or investment advisory business in any states beyond the states in which Worth Financial Group Inc. maintains registration. Worth is registered for Advisory Services in Texas, Florida & California. Information associated with this website is believed to be accurate, however, Worth Financial Group Inc. makes no guarantee to this fact and Worth Financial Group has no control.

You are leaving the Strategic Money Report web site. All opinions expressed by Elliott Wave International may not reflect the opinions of Jim Bell and Worth Financial Group. Neither Jim Bell nor Worth Financial Group warrant that information for Elliott Wave International for completeness or accuracy.test link