James Robert Bishop

Financial advisor at Wells Fargo Advisors · San Antonio, TX

Last updated 2026-10-10

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James Robert Bishop is a financial advisor at Wells Fargo Advisors in San Antonio, TX, CRD 1659412. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 1997-07-08.

Registration

CRD number
1659412
Registration status
Active
IAPD registration
1997-07-08
Industry Experience
29 years
Work Experience
17 years
States registered
TX

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2009-06 to 2016-11 · Wells Fargo Advisors LLC · Los Angeles, CA
  • 2016-11 to 2025-11 · Wells Fargo Clearing Services, LLC · Los Angeles, CA
  • 2025-11 to Present · Wells Fargo Advisors Financial Network, LLC · San Antonio, TX

Current employment

SEC IAPD record for James Robert Bishop

Wells Fargo Advisors

Regulatory AUM
$252,251,271,984
Registered advisors
4,182
Offices
1,676
Clients per advisor
111.6 (Moderate)
Average AUM per client
$540.6K (Low)
High-net-worth client ratio
50.1% (High)

Wells Fargo Advisors: advisors, services and reported ETF investments

About

James Robert Bishop is a financial advisor at Wells Fargo Advisors Financial Network, LLC, operating as Wells Fargo Advisors in San Antonio, TX. Reported securities licenses include Series 63 and Series 65. The latest record indicates 29 years of industry experience and 17 years of reported work history. Reported roles include Wells Fargo Clearing Services, LLC, Wells Fargo Advisors LLC.

Wells Fargo Advisors' firm-level Form ADV reports 4,182 advisors across 1,676 offices; approximately 111.6 clients per advisor, average assets per client of $540,645, and regulatory AUM of $252.3B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Wells Fargo Advisors on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Other Financial Product Salesperson
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

16414 San Pedro Ave, San Antonio, TX 78232

4 advisors at this office.

Wells Fargo Advisors office in San Antonio, TX

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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