Jonathan Bos (CRD# 2941164) is an Investment Advisor Representative working at Jon Bos Financial Advisor LLC in Abilene, TX and has over 16 years of experience in the finance industry. Jonathan Bos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3159040
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1513684
Osaic Wealth, Inc.
CRD# 4924792
William Madison Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jon Bos Bookkeeping | Abilene, TX | Jun 2015 - Current | 8 |
| Bos Bros Inc. | Abilene, TX | Jan 2011 - Current | 13 |
| Jon Bos Insurance Agent | Abilene, TX | Jan 2005 - Current | 19 |
| Jon Bos Financial Advisor LLC | Abilene, TX | Feb 2001 - Current | 23 |
| A1 Rent To Own Inc. | Yankton, SD | Jan 2017 - Dec 2022 | 5 |
| Bos Commercial Properties, Inc. | Yankton, SD | Jan 2017 - Dec 2022 | 5 |
| Jon Bos, Cpa | Abilene, TX | Feb 2001 - Jun 2015 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2008 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management38MILLIONS
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Total Number of Accounts338ACCOUNTS
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Average Account Value$113,266
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Pension consulting services
TX
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