Jon Bos Financial Advisor
Jon Bos Financial Advisor (CRD# 115263) is a financial advisory firm headquartered in , . They manage $25,733,846 in 185 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management26MILLION
Total Number of Accounts185ACCOUNTS
Average Account Value$139,102
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jonathan Bos (CRD# 2941164) is an Investment Advisor Representative working at Jon Bos Financial Advisor in Abilene, TX and has over 10 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.