Unclaimed Profile

Jacqueline Ann Bos

BUTENSKY & COHEN FINANCIAL SECURITY INC·PONTE VEDRA BEACH, Florida

Clean recordBUTENSKY & COHEN FINANCIAL SECURITY INC

110 PROFESSIONAL DRIVE, PONTE VEDRA BEACH, FL 32082CRD# 2493047Firm CRD# 110295

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jacqueline Ann Bos · PONTE VEDRA BEACH, FL

Registration

CRD #2493047 · BUTENSKY & COHEN FINANCIAL SECURITY INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jacqueline Ann Bos is a registered financial advisor based in PONTE VEDRA BEACH, Florida, affiliated with BUTENSKY & COHEN FINANCIAL SECURITY INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BUTENSKY & COHEN FINANCIAL SECURITY INC

B&C FINANCIAL ADVISORS

AUM

$503M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BUTENSKY & COHEN FINANCIAL SECURITY INC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2493047

Firm CRD# 110295

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jacqueline Ann Bos offer?

Jacqueline Ann Bos specializes in Financial Planning, Investment Management. Contact their office in PONTE VEDRA BEACH, Florida for a consultation.

What are Jacqueline Ann Bos's credentials?

Jacqueline Ann Bos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacqueline Ann Bos located?

Jacqueline Ann Bos is based in PONTE VEDRA BEACH, Florida, working with BUTENSKY & COHEN FINANCIAL SECURITY INC. Their office serves clients in the PONTE VEDRA BEACH metropolitan area and surrounding communities.

How does Jacqueline Ann Bos charge for services?

Jacqueline Ann Bos's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BUTENSKY & COHEN FINANCIAL SECURITY INC?

BUTENSKY & COHEN FINANCIAL SECURITY INC has approximately 10 employees and manages $503M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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