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Jonathan B
CFP®, Series 63, Series 65
Abilene, TX
Jon Bos Financial Advisor LLC
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.
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