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Crystal Bossola

Edward Jones

Waipahu, HI

Koloa, HI

CRD 7953558

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-26
HI RA APPROVED 2024-09-19
  • TX RA
    APPROVED
    Since 2024-11-26
  • HI RA
    APPROVED
    Since 2024-09-19

Branch Locations

Waipahu, HI • United States

5460 Koloa Rd Suite I-202, Koloa, HI 96756-0000 • 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
Edward Jones St Louis MO 07/2024 Present
Paradise Processing (Lori Ann Hodosh) Waialua HI 09/2023 Present
Right Now Mortgage Llc Houston TX 11/2023 02/2024
Kapolei Charter School Kapolei HI 07/2022 07/2024
Kaimuki High School Honolulu HI 10/2021 07/2022
Hawaii Department Of Education Central Branch Honolulu HI 04/2021 10/2021
Self Employed Waipahu HI 03/2020 10/2021
Revolution Prep Santa Monica CA 08/2016 11/2018
Self Employed Dba The Water Kefir People Haleiwa HI 07/2014 08/2021
  • 07/2024 → Present
    St Louis, MO
  • 09/2023 → Present
    Paradise Processing (Lori Ann Hodosh)
    Waialua, HI
  • 11/2023 → 02/2024
    Right Now Mortgage Llc
    Houston, TX
  • 07/2022 → 07/2024
    Kapolei Charter School
    Kapolei, HI
  • 10/2021 → 07/2022
    Kaimuki High School
    Honolulu, HI
  • 04/2021 → 10/2021
    Hawaii Department Of Education Central Branch
    Honolulu, HI
  • 03/2020 → 10/2021
    Self Employed
    Waipahu, HI
  • 08/2016 → 11/2018
    Revolution Prep
    Santa Monica, CA
  • 07/2014 → 08/2021
    Self Employed Dba The Water Kefir People
    Haleiwa, HI
Other Businesses

"Holoholo Screens Inc Type of business: Windows and Door Screens Waipahu, HI Start date: 1/1/2018 Vice President Hours per week: 0 Hours during trading: 0 Desc: Act as a place holder for state registration. Have quarterly meetings to discuss business strategies. **** "Amazon Type: Date: 11/06/21 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Nutrition Book Revenue City-State: North Seattle WA" *****

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-16
  • S66 Uniform Combined State Law Examination
    2024-09-16
Other Names
  • Crystal Olivia Shaw

View on SEC IAPD

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