Brady Jake Fuller
Investment adviser representative at B.O.S.S. Retirement Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- B.O.S.S. Retirement Advisors, LLCMar 2019 to now
- B.O.S.S. Retirement Solutions, LLCMar 2019 to now
- Fuller Financial ServicesMar 2018 to Mar 2019
- Cetera Advisor NetworksJun 2016 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
B.O.S.S. Retirement Advisors, LLC
$1.4BAssets managed
5,013Clients
46Advisers
6 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
- 4994368
- Firm CRD
- 171143