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Inactive

Rachael Scott

B.O.S.S. Retirement Advisors, LLC

Lehi, UT

South Jordan, UT

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Current Employers
B.O.S.S. Retirement Advisors, Llc

2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-01-21
  • UT RA
    APPROVED
    Since 2025-01-21

Branch Locations

2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States

10355 S. Jordan Gateway, Suite 100, South Jordan, UT 84095 • 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
J.P. Morgan Securities Llc Ogden UT 03/2023 09/2024
Jpmorgan Chase Bank, N.A. Ogden UT 05/2022 03/2023
Costco Timnath CO 06/2018 08/2018
Survey Sampling International Rexburg ID 10/2017 04/2018
Oba Brazilian Cafe Bozeman MT 05/2015 09/2017
Montana Grizzly Encounter Bozeman MT 07/2017 09/2017
Unemployed Rexburg ID 05/2018 05/2018
Unemployed Eagle Mountain UT 09/2018 04/2022
Ai Tech Ogden UT 12/2023 01/2024
B.O.S.S. Retirement Solutions, Llc Lehi UT 09/2024 Present
B.O.S.S. Retirement Advisors, Llc Lehi UT 09/2024 Present
  • 03/2023 → 09/2024
    J.P. Morgan Securities Llc
    Ogden, UT
  • 05/2022 → 03/2023
    Jpmorgan Chase Bank, N.A.
    Ogden, UT
  • 06/2018 → 08/2018
    Costco
    Timnath, CO
  • 10/2017 → 04/2018
    Survey Sampling International
    Rexburg, ID
  • 05/2015 → 09/2017
    Oba Brazilian Cafe
    Bozeman, MT
  • 07/2017 → 09/2017
    Montana Grizzly Encounter
    Bozeman, MT
  • 05/2018 → 05/2018
    Unemployed
    Rexburg, ID
  • 09/2018 → 04/2022
    Unemployed
    Eagle Mountain, UT
  • 12/2023 → 01/2024
    Ai Tech
    Ogden, UT
  • 09/2024 → Present
    B.O.S.S. Retirement Solutions, Llc
    Lehi, UT
  • 09/2024 → Present
    B.O.S.S. Retirement Advisors, Llc
    Lehi, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-13
S63 Uniform Securities Agent State Law Examination 2023-05-18
  • S65 Uniform Investment Adviser Law Examination
    2025-01-13
  • S63 Uniform Securities Agent State Law Examination
    2023-05-18
Other Names
  • Rachael E Scott

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC
KOHLER CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

Arthur Craig Condie
RYAN CLARK ANDERSON
VIC K HILLMAN
Ryan K Batista
Owen Carl Mitchell
Julie Odle
Jared David Mitchell
JAMES DAVID MOYES

Other Offices

EDWARD JONES · LEHI, UT
MWA FINANCIAL SERVICES INC. · Lehi, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Lehi, UT
BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC · LEHI, UT
EDWARD JONES · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · Lehi, UT
J.P. MORGAN SECURITIES LLC · LEHI, UT

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