JB
JB
Jon Bost is a registered investment advisor at Wells Fargo Advisors, based in Leesburg, VA, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...
Location
5 Wirt Street Sw, [Satellite], Leesburg, VA, 20175
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2010Settled
Other Business Activities
Jon owns 100% of LII Wealth Management, LLC, dedicating full-time hours to the firm. He also owns 90% of BOST GP, LLC, spending minimal time on this investment-related activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2020 - Present · 6 yrs 2 mos
Wells Fargo Advisors
May 2020 - Present · 6 yrs 2 mos
Previous Registrations
Morgan Stanley
May 2010 - May 2020 · 10 yrs
Morgan StanleyBroker
May 2010 - May 2020 · 10 yrs
Deutsche Bank Securities INC.
September 2006 - June 2010 · 3 yrs 9 mos
Deutsche Bank Securities INC.Broker
September 2006 - June 2010 · 3 yrs 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
December 2004 - September 2006 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2004 - September 2006 · 1 yr 9 mos
Chicago Analytic Trading Company, LLCBroker
July 2003 - January 2004 · 6 mos
Chicago Analytic Capital Management
June 2003 - January 2004 · 7 mos
Lehman Brothers INC.Broker
June 2002 - June 2003 · 1 yr
Goldman, Sachs & CO.Broker
April 1998 - May 2001 · 3 yrs 1 mo
Fidelity Brokerage Services, INC.Broker
January 1991 - April 1998 · 7 yrs 3 mos
Derand/pennington/bass, INC.Broker
February 1989 - September 1989 · 7 mos
State Registrations19 states
AZCOFLGAILMAMDMEMINCNYORPARISCTNTXVAWV
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.