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Jack U Boston

Bookends Financial Planning

Indianapolis, IN

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Current Employers
Bookends Financial Planning

7320 Us 31 S, Indianapolis, IN 46227 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-05-23
  • IN RA
    APPROVED
    Since 2025-05-23

Branch Locations

7320 Us 31 S, Indianapolis, IN 46227 • 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
Wetzel Investment Advisors D/B/A Bookends Financial Planning Indianapolis IN 04/2023 Present
Student Indianapolis IN 01/2008 03/2025
  • 04/2023 → Present
    Wetzel Investment Advisors D/B/A Bookends Financial Planning
    Indianapolis, IN
  • 01/2008 → 03/2025
    Student
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-23
  • S65 Uniform Investment Adviser Law Examination
    2025-05-23
Designations

View on SEC IAPD

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