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Jonathan Edward Bos

Jon Bos Financial Advisor LLC

Abilene, TX

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Current Employers
Jon Bos Financial Advisor Llc

Abilene, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-06-20
  • TX RA
    APPROVED
    Since 2017-06-20

Branch Locations

Abilene, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Jon Bos Insurance Agent Abilene TX 01/2005 Present
Jon Bos Bookkeeping Abilene TX 06/2015 Present
Bos Bros Inc Abilene TX 01/2011 Present
A1 Rent To Own Inc Yankton SD 01/2017 12/2022
Bos Commercial Properties, Inc Yankton SD 01/2017 12/2022
Jon Bos Financial Advisor Llc Abilene TX 02/2001 Present
  • 01/2005 → Present
    Jon Bos Insurance Agent
    Abilene, TX
  • 06/2015 → Present
    Jon Bos Bookkeeping
    Abilene, TX
  • 01/2011 → Present
    Bos Bros Inc
    Abilene, TX
  • 01/2017 → 12/2022
    A1 Rent To Own Inc
    Yankton, SD
  • 01/2017 → 12/2022
    Bos Commercial Properties, Inc
    Yankton, SD
  • 02/2001 → Present
    Abilene, TX
Other Businesses

JON BOS, INSURANCE AGENT; OWNER AND SOLE PROPRIETOR; NOT INVESTMENT RELATED; 701 WASHINGTON BLVD, ABILENE TX 79601; LIFE AND HEALTH INSURANCE; SINCE FEBRUARY 2001; APPROX 5 HRS/WK. JON BOS BOOKKEEPER; OWNER AND SOLE PROPRIETOR; NOT INVESTMENT RELATED; 701 WASHINGTON BLVD, ABILENE TX 79601; TAX PREPARATION AND WRITE-UP; SINCE JUNE 2015; APPROX 90 HRS/MTH - DURING TRADING HOURS. BOS BROS INC; PRESIDENT; NOT INVESTMENT RELATED; 701 WASHINGTON BLVD, ABILENE TX 79601; RETAIL ONLINE SALES AND MANAGEMENT SUPPORT FOR BUSINESSES RUN AND OWNED BY JON BOS; SINCE DECEMBER 2009; APPROX 10 HRS/MTH - DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-18
S63 Uniform Securities Agent State Law Examination 2008-01-17
  • S65 Uniform Investment Adviser Law Examination
    2021-11-18
  • S63 Uniform Securities Agent State Law Examination
    2008-01-17
Designations
Other Names
  • Jon Bos

View on SEC IAPD

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