Jeffrey Alan Bishop

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → 01/2023
  Principal Life Ins Co
  Crest Hill, IL
• 02/2012 → Present
  Bishop Financial Solutions
  Crest Hill, IL
• 03/2016 → 01/2023
  Principal Securities Inc
  Crest Hill, IL
• 10/2023 → Present
  The Prudential Insurance Company Of America
  Frankfort, IL
• 10/2023 → 11/2024
  Pruco Securities Llc
  Frankfrort, IL
• 11/2024 → Present
  Lpl Enterprise, Llc
  Crest Hill, IL

Previous Registrations

• 2023-11-17 → 2024-11-14
  Pruco Securities, Llc.
  Frankfort, IL
  Downers Grove, IL
  Crest Hill, IL
• 2021-03-17 → 2023-01-11
  Principal Securities, Inc.
  Downers Grove, IL
  Crest Hill, IL
• 2008-06-18 → 2009-06-04
  Uvest Financial Services Group, Inc.
  Charlotte, NC
  Naperville, IL
• 2004-02-25 → 2005-07-05
  Msi Financial Services, Inc.
  Downers Grove, IL

Other Businesses

1) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s) 2) 02/19/2025-Bishop Financial Solutions-Owner-Non-Variable Insurance-Inv related-At Crest Hill, IL-Start date 02/01/2014-5hrs/mth-0hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2021-03-15
• S65 Uniform Investment Adviser Law Examination
  2001-03-01
• S63 Uniform Securities Agent State Law Examination
  1998-07-24

Other Names

• Jeff Bishop
• Jeffrey Bishop
• Jeffrey Alan Bishop