Jon Bohnert
Jon Bohnert is a registered investment advisor at Truist Advisory Services, INC., based in Louisville, KY, with 17 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
401 W Main Street, Suite 101, Louisville, KY, 40202
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Regulatory History (1)
Customer Dispute
November 2022Other Business Activities
Jon has 100% ownership of Bohnert Pickleball LLC since April 2024, spending a few hours per week on the business. He receives compensation through pickleball tournaments and for Louisville Pickleball LLC.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Truist Investment Services, INC.
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Private Client Services, LLC
Private Client Services, LLCBroker
Janus Henderson DistributorsBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations53 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.