JON BOS FINANCIAL ADVISOR LLC

JON BOS FINANCIAL ADVISOR LLC is an SEC-registered investment adviser (CRD 115263). Regulatory assets under management: $46.8M.

Registration

• CRD: 115263
• Type: Registered investment adviser
• Phone: 325-677-8288
• Latest filing: 2026-03-27
• Regulatory AUM: $46.8M
• Discretionary AUM: $46.7M
• Non-discretionary AUM: $104K
• Clients: 1
• Accounts: 147

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115263 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search