JB
JB

Jacqulyn Bishop

29 Years of Experience
Broker

Jacqulyn Bishop is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Glendale, CA, with 29 years of industry experience. Jacqulyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

800 N Brand Blvd, Glendale, CA, 91203

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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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Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
January 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
January 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLCBroker
January 2026 - Present · 3 mos
U.S. Bancorp Investments, INC.
August 2006 - Present · 19 yrs 8 mos
U.S. Bancorp Investments, INC.
August 2006 - Present · 19 yrs 8 mos
U.S. Bancorp Investments, INC.Broker
August 2006 - Present · 19 yrs 8 mos
Previous Registrations
AXA Advisors, LLC
August 2005 - August 2006 · 1 yr
AXA Advisors, LLCBroker
August 2005 - August 2006 · 1 yr
Amsouth Investment Management Company LLC
January 2004 - August 2005 · 1 yr 7 mos
Amsouth Investment Services, INC.Broker
October 2002 - August 2005 · 2 yrs 10 mos
PNC Brokerage CORPBroker
June 2001 - May 2002 · 11 mos
J.C. Bradford & CO.Broker
June 1999 - July 2000 · 1 yr 1 mo
Prudential Securities IncorporatedBroker
June 1996 - September 1998 · 2 yrs 3 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
September 1994 - May 1996 · 1 yr 8 mos
State Registrations1 state
TN
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.