Jose Bohon
Jose Bohon is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Murrieta, CA, with 38 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
25220 Hancock Ave, Suite 300, Murrieta, CA, 92562
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 1998Other Business Activities
Jose owns rental property with his spouse since 2020 and dedicates minimal time to it. He also serves on various investment-related committees for the Inland Empire Community Foundation and the Mary S Roberts Pet Adoption Center, spending a few hours per week in total.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.