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Jacqueline Ann Bos

BUTENSKY & COHEN FINANCIAL SECURITY INC·PONTE VEDRA BEACH, Florida
Unclaimed Profile
110 PROFESSIONAL DRIVE, PONTE VEDRA BEACH, FL 32082CRD# 2493047Firm CRD# 110295
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BUTENSKY & COHEN FINANCIAL SECURITY INC
B&C FINANCIAL ADVISORS
AUM
$503M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at BUTENSKY & COHEN FINANCIAL SECURITY INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2493047
Firm CRD# 110295
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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