Best Investors Account Sign in
Inactive

Shannon Colleen Jones

Bos Asset Management, LLC

Springfield, IL

Claim This Profile
Current Employers
Bos Asset Management, Llc

3400 Wabash Avenue, Springfield, IL 62711 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-12-14
IL RA APPROVED 2020-12-11
  • TX RA
    APPROVED_RES
    Since 2020-12-14
  • IL RA
    APPROVED
    Since 2020-12-11

Branch Locations

3400 Wabash Avenue, Springfield, IL 62711 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Of Springfield Springfield IL 05/2010 Present
Lpl Financial Llc Springfield IL 05/2016 04/2023
Bos Asset Management, Llc Springfield IL 11/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-08
  • S66 Uniform Combined State Law Examination
    2017-07-08

View on SEC IAPD

Other Firms

ADVANCED TRADER INVESTMENT ADVISORS, LLC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
WEALTH MANAGEMENT SERVICES,LLC
IAMS WEALTH MANAGEMENT, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

DAVID MICHAEL GUNDY
Kevan Alan Stapleton
BRADLEY J. PUNKE
Albert Oscar Eck
BRENT WILLIAM LEACH
HEATHER JOYCE KERN
JAMES PERRY Hogge
RANDY LEE TAYLOR

Other Offices

ADVANCED TRADER INVESTMENT ADVISORS, LLC. · SPRINGFIELD, IL
CETERA INVESTMENT ADVISERS LLC · SPRINGFIELD, IL
CETERA INVESTMENT ADVISERS LLC · SPRINGFIELD, IL
LPL FINANCIAL LLC · SPRINGFIELD, IL
OSAIC INSTITUTIONS, INC. · Springfield, IL
WEALTH MANAGEMENT SERVICES,LLC · SPRINGFIELD, IL
WEALTH MANAGEMENT SERVICES,LLC · SPRINGFIELD, IL
WEALTH MANAGEMENT SERVICES,LLC · SPRINGFIELD, IL

More in Springfield, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor