Jessica
Bost
Alpha Architect
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About this Advisor
Jessica Bost is a financial advisor who works in Havertown, Pennsylvania with 2 years of industry experience. Bost is an advisor for Alpha Architect. During their career, Bost has held roles at Strategic Financial Management, Epic Fitness, Greenbrier Fitness, Unity Christian School, Cwm, LLC, Guardian Life Insurance Co Of America, Park Avenue Securities, LLC and Alpha Architect, LLC. Bost has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia, Maryland, Nebraska, North Carolina, Pennsylvania, South Carolina and Texas. Alpha Architect is an advisory company operating out of Havertown, PA. It administers $483 million in total assets among its 268 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 268 accounts, 71% are associated with high-net-worth investors who have more than $1 million in investable assets. Alpha Architect performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial management fees largely vary depending on which services the firm provides the client. Fees billed by Alpha Architect can consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alpha Architect Brokerage Details
$482,854,802
19
268
$1,801,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Jessica Bost Work History
Jessica has been registered as a financial advisor for 2 years.*
Alpha Architect, LLC
Guardian Life Insurance Co Of America
Park Avenue Securities, LLC
Cwm, LLC
Strategic Financial Management
Epic Fitness
Greenbrier Fitness
Unity Christian School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jessica Bost 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 Alpha Architect
Havertown, PA
Havertown, PA
Havertown, PA
Havertown, PA
Havertown, PA
Havertown, PA
Havertown, PA
Havertown, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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