Julie
Bishop

J. W. Cole Advisors, Inc

CRD#3254141
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Julie Bishop is a financial advisor operating out of Colorado Springs, Colorado with a total of 8 years of industry experience. Bishop is an advisor for J. W. Cole Advisors, Inc. The advisor has gained experience at Avon Products Inc, J.W. Cole Financial, Inc and J.W. Cole Advisors, Inc. Bishop holds a Series 65 license, designating them as an investment advisor representative, and is able to operate in Colorado. J. W. Cole Advisors, Inc is a financial advisory firm operating out of Tampa, FL. The company has offices in 388 locations and a total of 521 people on staff. It oversees $5 billion in assets under management between its 24,060 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 27 charitable organizations. Of its 24,060 accounts, just 8% are held by high-net-worth individuals who have more than $1 million in assets. The firm offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely depend on the financial services provided. Fees billed by J. W. Cole Advisors, Inc most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

8 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2975 Broadmoor Valley Rd. Ste 201
Colorado Springs, CO 80906

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J. W. Cole Advisors, Inc Brokerage Details

Total Assets Under Management

$4,854,030,147

CO Average: $1,855,561,029
Total Number of Employees

521

CO Average: 62
Total Number of Accounts

24,060

CO Average: 2,474
Average Account Size

$201,747

CO Average: $750,025

Investment Advisory Services

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

Julie Bishop Work History

Julie has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

J.W. Cole Financial, Inc

2015 - Present (9 years)

J.W. Cole Advisors, Inc

2003 - Present (21 years)

Avon Products 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 Julie 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 J. W. Cole Advisors, Inc

Amanda Williams
Tampa, FL
Penny Di Giovanna
Hudson, FL
Hayden Herrington
Tampa, FL
Michael Valencia
Parkville, MD
Deanna Williamson
Tampa, FL
Jordan Windhorst
Metropolis, IL
William Drexler
Palm Bay, FL

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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