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JB

John L. Bible

BIBLE & SOVEREIGN PARTNERS FINANCIAL SERVICES
Waco, TX 76705
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CRD#: 4622180
JB

Professional summary


John Lee Bible Jr, who also goes by John Lee Bible Jr., John Lee Bible, is a registered financial advisor currently at BIBLE & SOVEREIGN PARTNERS FINANCIAL SERVICES located in Waco, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. John has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


John Lee Bible Jr. | John Lee Bible

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.
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS] [BIBLE AND SOVEREIGN PARTNERS, LLC; OWNER; 2525 E Lake Shore Dr. #1807, WACO, TX 76705; 100% OWNER ; THIS LLC IS A REFERRAL LEAD COMPANY FOR INDEPENDENT CONTRACTORS (FINANCIAL,PUBLICATION, and Customer Service Business) REGISTERE WITH OUR REFERRAL SERVICE TO HELP INCREASE THEIR CLIENT BASE AND MAINTAIN CLIENTS; I OVERSEE MANAGEMENT TO ENSURE COMPANY IS FOLLOWING BUSINESS PLAN; NON INVESTMENT-RELATED; [WACO SOVEREIGN GRACE BAPTIST CHURCH; IT IS A RELIGIOUS ESTABLISHMENT/CHURCH; 2525 E. LAKE SHORE DR., WACO, TX 76705; START DATE 08/2014; ROLE/TITLE: ASSOCIATE MINISTER; NOT INVESTMENT RELATED; 20 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS]

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CRS (Client Relationship Summary) - RIA


Click below to view John Lee Bible Jr'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®
None

Experience


Current

February 24, 2020 - Present

BIBLE & SOVEREIGN PARTNERS FINANCIAL SERVICES

Office #1: 2525 E Lakeshore Dr #1807, Waco, TX 76705
RIA
CRD#: 299244
Waco, TX
Past

December 12, 2018 - December 31, 2019

BIBLE & SOVEREIGN PARTNERS FINANCIAL SERVICES

RIA
CRD#: 299244
Waco, TX
Past

August 10, 2012 - February 2, 2017

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
WACO, TX
Past

April 25, 2012 - February 6, 2017

NYLIFE SECURITIES LLC

BD
CRD#: 5167
WACO, TX
Past

August 15, 2007 - December 7, 2011

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
DALLAS, TX
Past

August 9, 2007 - December 7, 2011

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
DALLAS, TX
Past

July 18, 2006 - August 13, 2007

CCF INVESTMENTS, INC.

BD
CRD#: 136571
GREENSBORO, GA
Past

February 13, 2006 - May 6, 2006

CCF INVESTMENTS, INC.

BD
CRD#: 136571
GREENSBORO, GA
Past

April 30, 2003 - March 4, 2004

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
WACO, TX
Past

March 5, 2003 - March 4, 2004

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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.

Highlighted states indicate IAR registrations

IAR
Texas
(2/24/2020)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/29/2003
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


B&
BIBLE & SOVEREIGN PARTNERS FINANCIAL SERVICES
BIBLE & SOVEREIGN PARTNERS FINANCIAL SERVICES | BIBLE & SOVEREIGN PARTNERS, LLC

CRD#: 299244 / SEC#:

Texas
Registered Investment Advisory firm - (2/24/2020 Approved)
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Contact information


Main Address
2525 E Lakeshore Dr #1807, Waco, TX 76705
Mailing Address
Phone number
(254) 495-6899
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BIBLE & SOVEREIGN PARTNERS FINANCIAL SERVICES

CRD#: 299244Waco, TX 76705

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