JB
JB

James Bishop

19 Years of Experience
Columbus, OH
Broker

James Bishop is a registered investment advisor at Morgan Stanley, based in Columbus, OH, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

4449 Easton Way, Suite 300, Columbus, OH, 43219

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James serves on the advisory board for The Conway Center for Family Business, a charity/private foundation. He dedicates minimal time outside of business hours to this educational role for multi-generational family-owned businesses.

Employment History
Current Registrations
Morgan Stanley
May 2012 - Present · 14 yrs
Morgan StanleyBroker
May 2012 - Present · 14 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2009 - May 2012 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2009 - May 2012 · 2 yrs 6 mos
Morgan Stanley Smith BarneyBroker
June 2009 - November 2009 · 5 mos
Morgan Stanley Smith Barney LLC
June 2009 - November 2009 · 5 mos
Morgan Stanley & CO. Incorporated
June 2008 - June 2009 · 1 yr
Morgan Stanley & CO. IncorporatedBroker
June 2008 - June 2009 · 1 yr
Ameriprise Financial Services, INC.
September 2007 - March 2008 · 6 mos
Ameriprise Financial Services, INC.Broker
August 2007 - March 2008 · 7 mos
Mony Securities CORP.Broker
November 1984 - December 1985 · 1 yr 1 mo
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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