John Joseph Bosco
Investment adviser representative at Emery Partners LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$78.4MFirm assets
Are you John Joseph Bosco? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Emery Partners LLCJul 2025 to now
- Shepherd Kaplan LLCMar 2021 to now
- Lake Street Advisors Group, LLCJan 2020 to Feb 2021
- Lake Street AdvisorsJun 2015 to Jan 2020
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (MA).
Emery Partners LLC
Legal name: Emery Partners, LLC
$78.4MAssets managed
1Clients
2Advisers
1 yearIn 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
- 6284583
- Firm CRD
- 336787