Joseph Albert Kent

Employer firm

Capita Financial Network, LLC CRD 290558

$2.32B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → Present
  B.O.S.S. Retirement Advisors
  Lehi, UT
• 10/2017 → 05/2018
  Complete Steering
  Heckmondwike
• 07/2019 → 01/2020
  Mcewan Custom Homes
  Highland, UT
• 01/2020 → Present
  B.O.S.S. Retirement Solutions
  Lehi, UT
• 09/2015 → 10/2017
  Not Employed - On Mission
  Birmingham
• 05/2018 → 07/2019
  N/A - Student
  Salt Lake City, UT

Previous Registrations

• 2021-06-11 → 2023-03-14
  B.O.S.S. Retirement Advisors, Llc
  Lehi, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-29