Jeffrey Thomas Bone
Investment adviser representative at Independent Wealth Network, Inc.
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$518.4MFirm assets
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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
13 years in the industry.
- Independent Wealth Network, Inc.Jun 2025 to now
- Fra Wealth Mangement, LLCFeb 2025 to Jun 2025
- UnemployedOct 2024 to Feb 2025
- Northwestern Mutual Investment Services LLCApr 2024 to Oct 2024
- UnemployedJan 2024 to Apr 2024
- Infinex Investments, inc.Oct 2022 to Jan 2024
- First BankSep 2022 to Jan 2024
- US Bancorp InvestmentsJul 2021 to Sep 2022
- Allstate FinancialDec 2019 to Jul 2021
- Northwestern Mutual Investment Services LLCNov 2018 to Dec 2019
- Lumen TechnologiesJul 2012 to Dec 2018
- CenturylinkJul 2012 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (AZ, IL, MO).
Independent Wealth Network, Inc.
$518.4MAssets managed
1,460Clients
34Advisers
9 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
- 7034013
- Firm CRD
- 286262