Advisor at Bishop Financial Services LLC
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Firm
Bishop Financial Services LLC
Location
Naperville, IL 60564
Credentials
Series 65
Industry experience
4 years
John Bishop is a Series 65-credentialed advisor at Bishop Financial Services LLC in Naperville, IL, with four years of industry experience. He has been self-employed since 2008 and has served on the Tom Russell Charitable Foundation since 2001. Bishop Financial Services LLC is an independent advisory firm managing discretionary portfolios for individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses both fundamental and quantitative analysis, focusing primarily on equities, ETFs, and certain non-U.S. securities, and provides individualized Investment Policy Statements to guide asset allocation and ongoing monitoring.
$0+: 1.00% annually (No Margin Fund) $0+: 2.00% annually (High Performance Fund)
20.00% performance fee on capital appreciation for qualified clients
2951 Gypsum Circle
Naperville, IL 60564
Illinois
Bishop Financial Services LLC
2021 - Present (5 years)
Self Employed
2008 - 2021 (13 years)
Tom Russell Charitable Foundation
2001 - Present (25 years)
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I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.
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