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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-10-2003
- Office Locations
- 1
Office Locations
About JON BOS Financial Advisor LLC
JON BOS Financial Advisor LLC is a Abilene-based RIA. The firm has been operating for 23 years. Managing $46.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 1 advisory representatives and 147 clients, or 147 clients per representative. That equates to $318.6K in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full JON BOS Financial Advisor LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JONATHAN EDWARD BOS
Financial Advisor, Owner
- CRD
- #2941164
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,727,526 | -- |
| Non-Discretionary | $103,818 | -- |
| Total | $46,831,344 | -- |
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Separately Managed Accounts
SMA allocation detail is available
JON BOS Financial Advisor LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.