JB
JB
James Bishop
38 Years of Experience
San Antonio, TX
3 DisclosuresBroker
James Bishop is a registered investment advisor at Wells Fargo Advisors, based in San Antonio, TX, with 38 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
16414 San Pedro Ave, Suite 355 3rd Fl, San Antonio, TX, 78232
Get directionsHistory
Regulatory History (3)
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Financial
August 2018Final
Financial
April 2018Final
Financial
April 2018Final
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2025 - Present · 8 mos
Wells Fargo Advisors
November 2025 - Present · 8 mos
Previous Registrations
Wells Fargo Advisors
June 2009 - November 2025 · 16 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
June 2009 - November 2025 · 16 yrs 5 mos
UBS Financial Services INC.
July 1997 - July 2009 · 12 yrs
UBS Financial Services INC.Broker
May 1989 - July 2009 · 20 yrs 2 mos
Drexel Burnham Lambert IncorporatedBroker
June 1987 - June 1989 · 2 yrs
State Registrations14 states
CAFLIDMAMDMIMNMONCNJNVORTXVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.