Amy Jo Braun-Bostich

Employer firm

Braun-Bostich & Associates Inc. CRD 288336

$250M regulatory AUM

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

• 09/2005 → 06/2017
  Ameriprise Financial Services, Inc.
  Mcmurray, PA
• 06/2017 → Present
  Braun-Bostich & Associates Inc.
  Coal Center, PA

Previous Registrations

• 2003-07-29 → 2017-06-02
  Ameriprise Financial Services, Llc
  Mcmurray, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-07-23

Designations

• Certified Financial Planner

Other Names

• Amy Bostich
• Amy Jo Braun
• Amy Jo Braunbostich