Jared Nevel Bosley

Employer firm

Liberty One Investment Management CRD 304290

$1.05B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers

Liberty One Investment Management

1509 N. Milwaukee Ave., Libertyville, IL 60048 • United States

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2022-10-10

KY RA
APPROVED

Since 2022-10-10

Branch Locations

Covington, KY • United States

1509 N. Milwaukee Ave., Libertyville, IL 60048 • 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 Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Orion Portfolio Solutions, Llc	Omaha	NE	09/2014	09/2022
Brinker Capital Securities	Berwyn	PA	11/2021	09/2022
Liberty One Investment Management, Llc	Libertyville	IL	10/2022	Present

09/2014 → 09/2022

Orion Portfolio Solutions, Llc

Omaha, NE
11/2021 → 09/2022

Brinker Capital Securities

Berwyn, PA
10/2022 → Present

Liberty One Investment Management, Llc

Libertyville, IL

Previous Registrations

2019-08-19 → 2022-09-20

Orion Portfolio Solutions, Llc

Omaha, NE

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-08-16

S65 Uniform Investment Adviser Law Examination

2019-08-16

View on SEC IAPD