Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Albrethsen is an Investment Advisor Representative at B.O.S.S. RETIREMENT ADVISORS, LLC. Jonathan is a Series 65 licensed Investment Advisor Representative. Jonathan has been in the financial services industry since 2014. Jonathan has been registered with the state of Utah since October 2023. Jonathan provides financial planning, and selection of other advisers services. Jonathan has experience working with high net worth individuals and individuals other than high net worth. Jonathan has been working at B.O.S.S. RETIREMENT ADVISORS, LLC since 2024. Jonathan is located in Lehi, UT.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees
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2
UT
02/07/2025 - Present
B.o.s.s. Retirement Advisors, LLC (LEHI UT)
IA
Issued 10/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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