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JB

John L. Bishop

BISHOP FINANCIAL SERVICES LLC
NAPERVILLE, IL 60564
Some features on this profile are disabled
CRD#: 4708589
JB

Professional summary

John Leslie Bishop, who also goes by John L Bishop, is a registered financial advisor currently at BISHOP FINANCIAL SERVICES LLC located in Naperville, Illinois.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. John has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John L Bishop

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Leslie 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®
None

Experience

Current

May 20, 2021 - Present

BISHOP FINANCIAL SERVICES LLC

Office #1: 2951 Gypsum Circle, Naperville, IL 60564
RIA
CRD#: 314745
NAPERVILLE, IL

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
Illinois
(5/20/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/2/2020
Uniform Investment Adviser Law Examination

Current Firm

BF
BISHOP FINANCIAL SERVICES LLC
BISHOP FINANCIAL SERVICES LLC

CRD#: 314745 / SEC#:

Illinois
Registered Investment Advisory firm - (5/20/2021 Approved)
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Contact information

Main Address
2951 Gypsum Circle, Naperville, IL 60564
Mailing Address
Phone number
(630) 880-4905
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts13
AUM (Assets Under Management)$ 4,226,826

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

BISHOP FINANCIAL SERVICES LLC

CRD#: 314745Naperville, IL 60564

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