Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Bost is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Jon has been in the financial services industry since 1992. Jon has a wide range of experience in the financial services industry, having worked at several firms, including Morgan Stanley, Deutsche Bank Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chicago Analytic Trading Company, LLC, Lehman Brothers Inc., Goldman, Sachs & Co., Fidelity Brokerage Services, Inc., and Derand/Pennington/Bass, Inc. Jon is registered with the state of Virginia and Texas as an Investment Advisor Representative. Jon is also registered with FINRA as a General Securities Principal and General Securities Representative. Jon holds the Series 3, Series 7, Series 24, Series 63, and Series 65 licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
05/07/2020 - Present
Wells Fargo Advisors Financial Network, LLC (LEESBURG VA)
VA
05/21/2010 - 05/05/2020
MORGAN STANLEY (LEESBURG VA)
DC
09/05/2006 - 06/01/2010
DEUTSCHE BANK SECURITIES INC. (WASHINGTON DC)
NY
12/06/2004 - 09/25/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
AL
07/22/2003 - 01/21/2004
CHICAGO ANALYTIC TRADING COMPANY, LLC (VESTAVIA HILLS AL)
NY
06/17/2002 - 06/16/2003
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/21/1998 - 05/25/2001
GOLDMAN, SACHS & CO. (NEW YORK NY)
RI
01/25/1991 - 04/13/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
02/28/1989 - 09/05/1989
DERAND/PENNINGTON/BASS, INC.
IA
Issued 09/14/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2005
Series 3 - National Commodity Futures Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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