James Lucas Bischoff

Employer firm

Verity Asset Management CRD 158667

$1.15B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2026 → Present
  Verity Asset Management
  Oakdale, CA
• 04/2016 → Present
  Universal Retirement
  Las Vegas, NV
• 05/2026 → Present
  Simplicity Investments
  Summit, NJ

Other Businesses

1) Universal Retirement, LLC.; Not investment-related; Las Vegas, NV; Insurance agency; Contractor; Agent; 04/2016; 160 hours per month; 70 during market hours; Sell insurance and annuity products. 2) Next Level Mindset, LLC.; Not investment-related; Las Vegas, NV; Motivational speaking agency; Owner; Keynote speaker; 4 hours per month; 2 during market hours; Making keynote speeches.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-05-27
• S65 Uniform Investment Adviser Law Examination
  2026-04-11

Other Names

• James Bischoff
• James Limeberry