Olga Bosovik

CRD 7813955

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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:

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-12-26

TX RA
APPROVED

Since 2023-12-26

Branch Locations

Richardson, TX • United States

14241 Dallas Parkway Suite 840, Dallas, TX 75254 • 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
Edward Jones	St Louis	MO	10/2023	Present
Mixpanel, Inc	Dallas	TX	09/2021	09/2023
Unemployed	Dallas	TX	04/2021	08/2021
Pieces Technologies, Inc	Dallas	TX	12/2020	04/2021
Bowtie Business Intelligence	Dallas	TX	08/2020	12/2020
Paycor, Inc	Dallas	TX	03/2019	08/2020
The University Of Texas At Dallas	Richardson	TX	01/2016	03/2019

10/2023 → Present

Edward Jones

St Louis, MO
09/2021 → 09/2023

Mixpanel, Inc

Dallas, TX
04/2021 → 08/2021

Unemployed

Dallas, TX
12/2020 → 04/2021

Pieces Technologies, Inc

Dallas, TX
08/2020 → 12/2020

Bowtie Business Intelligence

Dallas, TX
03/2019 → 08/2020

Paycor, Inc

Dallas, TX
01/2016 → 03/2019

The University Of Texas At Dallas

Richardson, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-12-13

S66 Uniform Combined State Law Examination

2023-12-13

Designations

Certified Financial Planner

Other Names

Olia Bosovik

View on SEC IAPD

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