Jennifer
Bishop

Destiny Capital Corporation

CRD#5474742
Investment Advisor
in Denver, CO

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About this Advisor

Jennifer Bishop is a certified financial planner working out of Denver, Colorado, with a total of 3 years of relevant experience. Bishop works at Destiny Capital Corporation. Over the course of their career, Bishop has held roles at T. Rowe Price Investment Services, Inc, Charles Schwab & Co., Inc, Destiny Capital Securities Corporation and Destiny Capital Corporation. Bishop holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado and Texas. Destiny Capital Corporation is a financial advisory business that has its headquarters in Denver, CO. It has a total of 13 people on staff. It manages $254 million in assets under management between its 668 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 668 accounts, 34% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules largely depend on which service is provided. Fees billed by Destiny Capital Corporation most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1040 S. Gaylord St. #4
Denver, CO 80209

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Destiny Capital Corporation Brokerage Details

Total Assets Under Management

$253,667,808

CO Average: $2,349,664,866
Total Number of Employees

13

CO Average: 28
Total Number of Accounts

668

CO Average: 1,101
Average Account Size

$379,742

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jennifer Bishop Work History

Jennifer has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Destiny Capital Corporation

2020 - 2021 (1 year)

Destiny Capital Securities Corporation

2018 - 2019 (1 year)

Charles Schwab & Co., Inc

2008 - 2018 (10 years)

T. Rowe Price Investment Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jennifer Bishop to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Destiny Capital Corporation

Adam Warren
College Station, TX
Curtis Burch
College Station, TX
Alison Yoder
Denver, CO
Tedi Hughes
Lake Ozark, MO
Jarrod Musick
Denver, CO
Timothy Doyle
Denver, CO
Tiffany Charles
Denver, CO
Megan Pecherek
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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