JON Bos Financial Advisor LLC

Overview

JON Bos Financial Advisor LLC is an individually owned limited liability company that provides advisory services to both individual/family clients and institutional clients. The firm charges fees on a percentage-of-AUM basis and also offers hourly billing. Its stated advisory offerings include portfolio management for individuals and small businesses and pension consulting services, though it is not flagged as a pension consultant in the record. The firm does not identify as an active ESG investor and is not designated as a multi-state or newly formed adviser. It is not listed as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives