Jason Bishop is a ChFC-designated registered investment advisor at Wienken Advisors, LTD., based in Lancaster, PA, with 9 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Federal Employees, Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Retirement Application Forms Review Service: Fixed fee of $299 to help Federal Employees complete retirement benefit application forms.
- Retirement Planning Issues Consultation Service: Fees are either fixed or hourly, ranging from $85 to $250 per hour, for tailored retirement planning advice.
- Financial Advisory/Coaching Service: Fees are either fixed or hourly, ranging from $85 to $250 per hour, for advice on specific financial issues.
Location
114 Foxshire Drive, Lancaster, PA, 17601
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Jason is an Investment Adviser Representative for Wienken Advisors, Ltd., dedicating about 10-20% of his time to marketing and presenting seminars. He is also Vice President at UFG Advisors, LLC, spending minimal time on expenses and succession planning.
Employment History
Current Registrations
Wienken Advisors, LTD.
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations16 states
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