A complete list of active advisors currently associated with Jon Bos Financial Advisor LLC

Warmer can help you find a great advisor at Jon Bos Financial Advisor LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Jon Bos Financial Advisor LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jonathan Bos	Abilene, TX	9

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