JB
Julie A. Bishop
J. W. COLE ADVISORS
Colorado Springs, CO
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CRD#: 3254141
JB
Professional summary
Julie Anne Bishop, who also goes by Julie Anne Bishop Ms., is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Colorado Springs, Colorado and J.W. COLE FINANCIAL, INC. located in Colorado Springs, Colorado.
Julie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Julie has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Julie Anne Bishop Ms.
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) A. FIXED INSURANCE PRODUCTS B. NON-INVESTMENT RELATED C. 2975 BROADMOOR VALLEY RD. # 201 D. SALES E. 7/2015 F. HOURS PER MONTH 5-10 G. TRADING HOURS 5-10/MONTH H. SALES I. NON-COMPANY OFFICER J. NO CLIENT INVOLVEMENT (2) A) AVON SALES REPRESENTATIVE B) NON-INVESTMENT RELATED C) 8202 COOPER RIVER 80920 D) SALES E) REPRESENTATIVE F) 08/2003 TO PRESENT G) HOURS PER WEEK .5 (3) Integrated Financial Wellness, LLC; DBA; Investment related; 219 West Colorado Ave, Ste 306, Colorado Springs, CO 80903; Financial Advisor; Provide Financial advise to clients. Start 3/6/2025; 120 hours/month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Julie Anne Bishop's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 13, 2015 - Present
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
Colorado Springs, CO
Current
August 27, 2015 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 219 West Colorado Ave Ste 306, Colorado Springs, CO 80903BD
CRD#: 124583
Colorado Springs, CO
Past
October 10, 2001 - November 5, 2003
DAVIDSON TRUST CO.
RIA
CRD#: 110922
GREAT FALLS, MT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(8/27/2015)
IAR
Colorado(11/13/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/20/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,614 |
| AUM (Assets Under Management) | $ 7,195,237,282 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
