John Joseph Bosco

Employer firm

Emery Partners LLC CRD 336787

$78.4M regulatory AUM

Reported services (Item 5G)

Portfolio management (investment companies)

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

Current Employers

Emery Partners Llc

53 State Street 23 Fl, Boston, MA 02109 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-08-25

MA RA
APPROVED

Since 2025-08-25

Branch Locations

53 State Street 23 Fl, Boston, MA 02109 • United States

Shepherd Kaplan Llc

53 State Street 23Rd Floor, Boston, MA 02109-2820 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2021-08-31

MA RA
APPROVED

Since 2021-08-31

Branch Locations

53 State Street 23Rd Floor, Boston, MA 02109-2820 • 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

Organization	City	State	From	To
Lake Street Advisors	Portsmouth	NH	06/2015	01/2020
Lake Street Advisors Group, Llc	Boston	MA	01/2020	02/2021
Shepherd Kaplan Llc	Boston	MA	03/2021	Present
Emery Partners Llc	Boston	MA	07/2025	Present

06/2015 → 01/2020

Lake Street Advisors

Portsmouth, NH
01/2020 → 02/2021

Lake Street Advisors Group, Llc

Boston, MA
03/2021 → Present

Shepherd Kaplan Llc

Boston, MA
07/2025 → Present

Emery Partners Llc

Boston, MA

Previous Registrations

2017-08-03 → 2021-02-26

Lake Street Advisors

Portsmouth, NH

Boston, MA

Other Businesses

Mr. Bosco is the Senior Analyst, Investment Research with Shepherd Kaplan LLC, a registered investment adviser in Boston MA. Mr. Bosco spends approximately 50% of his time during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-08-03

S65 Uniform Investment Adviser Law Examination

2017-08-03

Designations

Chartered Financial Analyst

View on SEC IAPD