Jacqueline Ann Bos
Investment adviser representative at B&c Financial Advisors
31 yearsExperience
1 stateRegistered in
$626MFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
31 years in the industry.
- B&c Financial AdvisorsNov 2012 to now
- Butensky & Cohen Financial Security, Inc.Mar 1995 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (FL).
B&c Financial Advisors
Legal name: Butensky & Cohen Financial Security Inc
$626MAssets managed
543Clients
9Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2493047
- Firm CRD
- 110295