Jerry
Jones

B.O.S.S. Retirement Advisors, LLC

CRD#2606134
Investment Advisor
in Provo, UT

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About this Advisor

Jerry Jones is a certified financial planner who works in Provo, Utah with 5 years of relevant experience. Jones is an advisor for B.O.S.S. Retirement Advisors, LLC. The advisor has gained experience at Fidelity Brokerage Services, Inc, Boss Retirement Solutions, LLC, Fidelity Personal And Workplace Advisors and Boss Retirement Advisors, LLC. Jones holds Series 66 and Series 63 licenses, certifying them as a securities representative, and is able to serve investors in Utah. B.O.S.S. Retirement Advisors, LLC is a registered investment firm operating out of Lehi, UT. The company has offices in eight locations and a total of 50 people on staff. It handles $588 million in total assets between its 8,405 customer accounts, placing it among the larger firms in the United States by assets under management. Of its 8,405 client accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets. The business performs a set of services, such as financial planning services and selection of other advisers. Financial advisory fee schedules largely are based on which services are offered. Fees charged by B.O.S.S. Retirement Advisors, LLC may include some combination of fixed and other fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Selection of other advisers

Fee Structure

Fixed Fees, Others

Office Location

180 N. University Ave, Suite 150
Provo, UT 84601

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B.O.S.S. Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$588,000,000

UT Average: $693,624,108
Total Number of Employees

50

UT Average: 12
Total Number of Accounts

8,405

UT Average: 1,115
Average Account Size

$69,958

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Selection of other advisers

Jerry Jones Work History

Jerry has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Boss Retirement Solutions, LLC

2018 - Present (6 years)

Boss Retirement Advisors, LLC

2018 - 2018 (< 1 year)

Fidelity Personal And Workplace Advisors

1997 - 2018 (21 years)

Fidelity Brokerage Services, Inc

*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 Jerry Jones 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.O.S.S. Retirement Advisors, LLC

Melanie Tingey
Lehi, UT
Edward Griffin
Lehi, UT
David Boyd
Lehi, UT
David Whitworth
Lehi, UT
Brady Fuller
Lehi, UT
Tobias Shiner
Lehi, UT
Tyler Huband
Lehi, UT
Cameron Rankin
Lehi, UT

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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