John E Bozett
Advisor at Edward Jones — Naperville, IL East Ogden Avenue
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.
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.
Credentials
CFP®, Series 63, Series 66
Experience Industry experience
6 years
Location
Naperville, IL 60563-8639
Edward Jones
Institution
John Bozett is a financial advisor at Edward Jones with 5 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Edward Jones, he worked at Fifth Third Bank for 23 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Naperville, IL East Ogden Avenue
710 East Ogden Avenue, Suite 650
Naperville IL 60563-8639
Advisors at this office
1
Illinois · Texas
6 years of industry experience
Edward Jones
2023 - Present • 3 years
St Louis, MO
Fifth Third Bank
2000 - 2023 • 23 years
Westmont, IL
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Insurance agent
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Real estate agent
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