James Desportes Bishop

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 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

• 05/2012 → Present
  Morgan Stanley Smith Barney Llc
  Columbus, OH
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2009-11-23 → 2012-05-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH
• 2009-06-01 → 2009-11-24
  Morgan Stanley
  Columbus, OH
• 2008-06-30 → 2009-06-01
  Morgan Stanley & Co. Llc
  Columbus, OH
• 2007-09-04 → 2008-03-27
  Ameriprise Financial Services, Llc
  Columbus, OH

Other Businesses

.The Conway Center for Family Business; Investment related - No; Columbus, OH; Charity / Private Foundation; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 02/2019; During business hours: Nil; After business hours: 1; Education for multi generation Family owned businesses *702540 - Columbus CFO Leadership Council; Investment related: No; Beaverton, Oregon; Construction/Engineering:Hospital/Healthcare:Investment/Finance/Banking:Manufacturing:Real Estate:Wholesale/Distribution; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 08/2026; During business hours: 5; After business hours: 0; Helping to plan programing and being a financial resource to members

Exams

• S66 Uniform Combined State Law Examination
  2008-07-11

Other Names

• Jim Bishop