Jeffrey
Bone
Fra Wealth Management LLC
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About this Advisor
Jeffrey Bone is a financial advisor based in O Fallon, Illinois, working with Fra Wealth Management LLC. Jeffrey has previously held positions at Centurylink, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Allstate Insurance Company, U.S. Bancorp Investments, Inc, Infinex Investments, Inc, First Bank, Us Bancorp Investments, Allstate Financial, Lumen Technologies, and William Cohn. Jeffrey has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois and Missouri. Currently, Jeffrey is part of Fra Wealth Management LLC, which operates out of O Fallon, Illinois. The firm has 2 employees and manages assets totaling $100.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Fra Wealth Management LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fra Wealth Management LLC Brokerage Details
$100,040,594
2
735
$136,110
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jeffrey Bone Work History
William Cohn
Northwestern Mutual Investment Services LLC
Infinex Investments, Inc
First Bank
First Bank
U.S. Bancorp Investments, Inc
Us Bancorp Investments
Northwestern Mutual Wealth Management Company
Allstate Insurance Company
Allstate Financial
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Centurylink
Lumen Technologies
Disclosures
Please visit the SEC profile of Jeffrey Bone 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 Fra Wealth Management LLC
O Fallon, IL
O Fallon, IL
O Fallon, IL
O Fallon, IL
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