James Edward Bey
Investment Adviser Representative at Independent Wealth Network, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
James Edward Bey is an investment adviser representative with Independent Wealth Network, Inc. in Downers Grove, IL, where they have been registered since 2017. They have worked in the securities industry since 1990 and have been registered with 5 firms, including Kestra Advisory Services, LLC and NFP Advisor Services, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in 9 states.
Registrations & licenses
- Investment adviser:
- Arizona, Georgia, Illinois, Michigan, Minnesota, Missouri, Pennsylvania, Texas, Wisconsin
- Broker:
7 states and territories
California, Illinois, Indiana, Missouri, New York, South Dakota, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Kestra Financial Services, Inc.Jan 2016 – Dec 2017Austin, TX
- Brokers International Financial Services, LLCJan 2018 – Dec 2023Downers Grove, IL
- Independent Wealth Network, IncDec 2017 – no end date reportedDowners Grove, IL
- Emerson Equity LLCJan 2024 – no end date reportedSan Mateo, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Independent Wealth Network, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 33
- Offices listed on AdvisorFinder:
- 12
- Main office:
- Urbandale, IA
- SEC file number:
- 801-110559
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Independent Wealth Network, Inc.
Showing 12 of 33 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Edward Bey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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