Unclaimed Profile

Jacqueline Ann Bos

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

Series 7, Series 63, Series 65Clean record13 years registeredBUTENSKY & 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 · 13 years registered

Brand Profile

Not yet started

Career History

B&C FINANCIAL ADVISORS

Nov 2012 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · November 20, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BUTENSKY & COHEN FINANCIAL SECURITY INC

CRD 110295 · SEC 801-55533

AUM

$503M

Regulatory assets under management

Employees

1,187 client accounts

Services offered by BUTENSKY & COHEN FINANCIAL SECURITY INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BUTENSKY & COHEN FINANCIAL SECURITY INC →

Introduction

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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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