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James Bishop

Member profile details

Membership level

Sponsor

First name

James

Last name

Bishop

james.d.bishop@morganstanley.com

Phone

614-473-2469

Avatar

Profession and Specialty

Affiliate Member Service Provider

My Website Links

https://advisor.morganstanley.com/james.d.bishop
https://www.linkedin.com/in/jimbishop/

Profile Photo

About Me

Financial Advisor - Provides comprehensive financial planning.

The use of the CDFA® designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.

Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 4700167 08/25

Certifications

Certified Exit Planning Advisor
Certifications - Other

Scientific/Engineering/Construction Credentials/Certifications

RICP® - Retirement Income Certified Professional
CDFA® - Certified Divorce Financial Analyst
QPFC® - Qualified Plan Financial Consultant
CEPA® - Certified Exit Planning Advisor
Financial Planning Specialist
Series 7, 66 and 31

Licenses

Licensed Appraiser

Other Associations and Membership

Exit Planning Institute - EPI

The OBBA does not endorse, guarantee or warrant any person, firm, product, or service.