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Jacqueline Ann Bos

B & C Financial Advisors

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About Jacqueline Ann Bos

Jacqueline Ann Bos is an Investment Advisor Representative at B&C Financial Advisors. Jacqueline is a Registered Investment Advisor and is licensed in Florida. Jacqueline has over 25 years of experience in the financial services industry. Before joining B&C Financial Advisors, Jacqueline worked at The Concord Equity Group, LLC and Coleman & Company Securities, Inc. Jacqueline specializes in financial planning, portfolio management for individuals, and pension consulting.

Firm Information

Jacqueline Bos is currently registered with B & C Financial Advisors. B&C Financial Advisors is a financial advisor firm based in Ponte Vedra Beach, Florida. They offer financial planning, portfolio management for individuals, and pension consulting. Their services are available to individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations. The firm manages over $502 million in assets.
B & C Financial Advisors

110 PROFESSIONAL DRIVE

PONTE VEDRA BEACH, FL 32082

$502.70M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacqueline Bos’s Registration & Firm History

FL

11/20/2012 - Present

B&C Financial Advisors (PONTE VEDRA BEACH FL)

FL

06/11/1997 - 12/31/2006

THE CONCORD EQUITY GROUP, LLC (PONTE VERDA BCH FL)

NY

03/09/1995 - 08/28/1997

COLEMAN & COMPANY SECURITIES, INC. (NEW YORK NY)

NY

08/02/1994 - 03/09/1995

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/18/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/22/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacqueline Ann Bos.
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