Advisor at Jon Bos Financial Advisor LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Jon Bos Financial Advisor LLC
Location
Abilene, TX
Credentials
CFP®, Series 63, Series 65
Industry experience
8 years
Jonathan Bos is the principal of Jon Bos Financial Advisor LLC in Abilene, TX, with 25 years of experience in financial advising. He holds the CFP® designation along with Series 63 and Series 65 licenses. In addition to his advisory work, Bos operates several business ventures including bookkeeping, insurance sales, and retail online sales. His firm provides portfolio management for individual and high-net-worth clients, as well as consulting services for pension and employee benefit plans. The firm employs a disciplined investment approach combining fundamental, quantitative, and technical analysis, and manages over 400 client accounts using Schwab Institutional custody.
Based on Jon Bos Financial Advisor LLC
$0 - $49,999: 1.50% $50,000 - $100,000: 1.25% $100,001 - $1,000,000: 1.00% $1,000,001+: 0.90%
$70 to $150 per hour for pension consulting services
Abilene, TX
Texas
Bos Commercial Properties, Inc
2017 - 2022 (5 years)
A1 Rent to Own Inc
2017 - 2022 (5 years)
Jon Bos Bookkeeping
2015 - Present (11 years)
Bos Bros Inc
2011 - Present (15 years)
Jon Bos Insurance Agent
2005 - Present (21 years)
Jon Bos Financial Advisor LLC
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CPA
Abilene, TX
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