JB
JB

Jon Bohnert

17 Years of Experience
Louisville, KY
1 DisclosureBroker

Jon Bohnert is a registered investment advisor, based in Louisville, KY, with 17 years of industry experience. Jon is also registered as a broker, so some compensation may come from commissions on products sold.

Location

401 W Main Street, Suite 101, Louisville, KY, 40202

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History

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
November 2022
Settled
Other 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.
October 2025 - Present · 1 yr
Truist Investment Services, INC.Broker
October 2025 - Present · 1 yr
Truist Investment Services, INC.
October 2025 - Present · 1 yr
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
March 2024 - November 2025 · 1 yr 8 mos
Wells Fargo Advisors
March 2024 - November 2025 · 1 yr 8 mos
Private Client Services, LLC
May 2023 - March 2024 · 10 mos
Private Client Services, LLCBroker
February 2022 - March 2024 · 2 yrs 1 mo
Janus Henderson DistributorsBroker
June 2015 - December 2021 · 6 yrs 6 mos
Wells Fargo Advisors Financial Network, LLC
December 2008 - May 2015 · 6 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2008 - May 2015 · 6 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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