Todd P Boze

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2017 → Present
  Edward Jones
  St Louis, MO
• 06/2017 → 09/2017
  Unemployed
  Bothell, WA
• 01/2016 → 06/2017
  Wave Broadband
  Kirkland, WA
• 04/1985 → Present
  Us Coast Guard Reserves
  Various, WA

Exams

• S66 Uniform Combined State Law Examination
  2017-11-08

Designations

• Certified Financial Planner

Other Names

• Todd Patrick Boze