Jeffrey Thomas Bone

Current Employers

Employment History

• 07/2012 → 11/2018
  Centurylink
  Town And Country, MO
• 11/2018 → 12/2019
  Northwestern Mutual Investment Services Llc
  Saint Louis, MO
• 10/2022 → 01/2024
  Infinex Investments, Inc.
  Meriden, CT
• 09/2022 → 01/2024
  First Bank
  Saint Louis, MO
• 07/2021 → 09/2022
  Us Bancorp Investments
  Minneapolis, MN
• 12/2019 → 07/2021
  Allstate Financial
  Northbrook, IL
• 07/2012 → 12/2018
  Lumen Technologies
  Town And Country, MO
• 04/2024 → 10/2024
  Northwestern Mutual Investment Services Llc
  Saint Louis, MO
• 01/2024 → 04/2024
  Unemployed
  Saint Louis, MO
• 10/2024 → 02/2025
  Unemployed
  St. Louis, MO
• 02/2025 → 06/2025
  Fra Wealth Mangement, Llc
  O'FAllon, IL
• 06/2025 → Present
  Independent Wealth Network
  Urbandale, IA

Previous Registrations

• 2025-03-20 → 2025-06-19
  Fra Wealth Management Llc
  O'FAllon, IL
• 2024-05-15 → 2024-10-10
  Northwestern Mutual Investment Services, Llc
  Saint Louis, MO
  Saint Louis, MO
• 2022-10-12 → 2024-01-16
  Osaic Institutions, Inc.
  Creve Coeur, MO
• 2021-07-21 → 2022-09-30
  U.S. Bancorp Investments, Inc.
  Arnold, MO
  Crystal City, MO
  Crestwood, MO
  Webster Groves, MO

Other Businesses

1. INVESTMENT AND FINANCE COMMITTEE, ST PAUL'S LUTHERAN CHURCH, 12345 MANCHESTER RD, DES PERES, , MISSOURI, 63141, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 7/26/2022. HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, I AM ON THE FINANCE AND INVESTMENT COMMITTEE FOR THE CHURCH AND SCHOOL. NO ONE ON THE COMMITTEE MANAGES THE INVESTMENTS OR HAS ACCESS/PRIVILEDGES FOR MONEY; WE ADVISE ON THE INVESTMENT STRATEGY AND ALLOCATION FOR THE 2 ENDOWMENT FUNDS; NON INVESTMENT-RELATED. 2. PLANNED GIVING COMMITTEE BOARD MEMBER, GENE SLAY'S GIRLS & BOY'S CLUB OF ST. LOUIS, 2524 S 11TH ST, ST. LOUIS, MISSOURI, 63104, UNITED STATES OF AMERICA, FIDUCIARY CAPACITY, START DATE: 01/25/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, ON THE BOARD THE PLANNED GIVING COMMITTEE. WE WILL BE WORKING WITH DONORS TO PROVIDE SUGGESTIONS ON WAYS TO GIVE TO NON-PROFIT WHILE ALIVE OR AT THEIR PASSING NON INVESTMENT RELATED. 3. PRINCIPLED ADVISORS GROUP, LLC.; NOT INVESTMENT RELATED; 4220 DUNCAN AVE. STE. 201; ST. LOUIS, MO 63110; INSURANCE, ANNUITY, & TAX; OWNER; 06/2025; 2 HOURS PER MONTH; 0 DURING TRADING 4. PRINCIPLED INSURANCE ARCHITECTS, LLC.; NOT INVESTMENT RELATED; 4220 DUNCAN AVE. STE. 201; ST. LOUIS, MO 63110; INSURANCE & ANNUITY; OWNER; 06/2025; 8 HOURS PER MONTH; 0 DURING TRADING 5. PRINCIPLED TAX STRATEGISTS, LLC.; NOT INVESTMENT RELATED; 4220 DUNCAN AVE. STE. 201; ST. LOUIS, MO 63110; TAX SERVICES; OWNER; 06/2025; 2 HOURS PER MONTH; 0 DURING TRADING

Exams

• S66 Uniform Combined State Law Examination
  2021-07-09
• S63 Uniform Securities Agent State Law Examination
  2018-12-07

Designations

Other Names

• Jeff Bone
• Jeffrey Bone
• Jeffrey Thomas Bone
• Jeff T Bone
• Jeffrey T Bone