Jack Conrad Bishop

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2014 → 06/2024
  Edward Jones
  St Louis, MO
• 06/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 06/2024 → Present
  Bishop Financial
  Waynesville, NC

Previous Registrations

• 2014-10-06 → 2024-06-28
  Edward Jones
  Maryland Heights, MO
  Lake Junallska, NC
  Waynesville, NC
  Maryland Heights, MO

Other Businesses

1.Fixed insurance sales; as of 07/12/2024; Less than 1% time spent during business hours; Conducted at branch location; Investment related. 2.Owner, Bishop Financial Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 07/12/2024; Less than 1% time spent during business hours; Conducted at branch; Investment related. 3.Co-owner, Bishop Endeavors, LLC; entity created to own Bishop Financial Group, LLC and commercial real estate; as of 09/10/2020; 1% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-04

Designations

• Certified Financial Planner

Other Names

• Jack Bishop