Jon Bos Financial Advisor LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$45,982,669
Clients
145
Advisors
1
of 1 employees
About
Jon Bos Financial Advisor LLC provides discretionary portfolio management to individual and high-net-worth clients and also offers pension consulting services for employee benefit plans, including 401(k) plans. The firm documents client goals, tax considerations, time horizon, and risk tolerance in an Investment Policy Statement used to guide ongoing management.
The firm uses a mix of fundamental, modern portfolio theory, quantitative and technical analysis and generally pursues a long-term trading approach, primarily recommending diversified equity mutual funds while also employing fixed income and ETFs (including precious metal ETFs) as appropriate. It requires discretionary trading authority and describes policies intended to allocate investment opportunities fairly among clients and to meet its fiduciary obligations.
Notable features disclosed in the brochure include the firm’s delivery of pension consulting to retirement plans and an affiliation with an insurance agency through a licensed firm representative, both of which the firm identifies as potential conflicts of interest. The firm also requires custody at Schwab Institutional, accepts certain research and other soft-dollar benefits from the custodian, and does not aggregate trades across client accounts — a practice the brochure notes can affect execution and pricing.
Client services
Expertise
Fee options
$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
Main office
Abilene TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Jon Bos Financial Advisor · Jon Bos Financial Advisor LLC · Jonathan Edward Bos
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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