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John Hubert Bishop

Wellington Capital Advisors, LLC

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About John Hubert Bishop

John Hubert Bishop is an Investment Advisor Representative with Wellington Capital Advisors, LLC. John has been in the industry since June 2013 and is registered with the state of California. John holds a Series 65 license and has worked at Bishop Wealth Management, LLC and Wellington Capital Advisors, LLC. John specializes in Retirement Planning, Investment Management, and College Savings Plans. The firm has over $24 million in assets under management.

Firm Information

John Bishop is currently registered with Wellington Capital Advisors, LLC. Wellington Capital Advisors, LLC is a registered investment adviser that provides portfolio management for individuals and selection of other advisers. They are headquartered in [Main Office]. The firm has 1 investment adviser representative and manages approximately $24.8 million in regulatory assets under management. Wellington Capital Advisors, LLC serves high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.

$24.78M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Bishop’s Registration & Firm History

CA

01/29/2019 - Present

Wellington Capital Advisors, LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 06/04/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Hubert Bishop.
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