Jacqueline
Bos
B&C Financial Advisors
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About this Advisor
Jacqueline Bos is a financial advisor based in Ponte Vedra Beach, Florida, working with B&C Financial Advisors. Jacqueline has previously held a position at Butensky & Cohen Financial Security, Inc. Jacqueline has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Jacqueline is part of B&C Financial Advisors, which operates out of Ponte Vedra Beach, Florida. The firm has 10 employees and manages assets totaling $502.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at B&C Financial Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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B&C Financial Advisors Brokerage Details
$502,704,232
10
1,187
$423,508
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jacqueline Bos Work History
Butensky & Cohen Financial Security, Inc
Disclosures
Please visit the SEC profile of Jacqueline Bos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at B&C Financial Advisors
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
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