John Preston Brough
Investment adviser representative at B.O.S.S. Retirement Advisors, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- B.O.S.S. Retirement Advisors, LLCJul 2026 to now
- B.O.S.S. Retirement Solutions, LLCJul 2026 to now
- Fidelity InvestmentsMay 2023 to now
- Mountain Wave AdvisorsJan 2021 to Mar 2022
- Graham EnterprisesMar 2020 to Sep 2020
- Utah Valley UniversityAug 2019 to May 2023
- Church of Jesus Christ of Latter-day SaintsJun 2017 to Jun 2019
- Davis High SchoolAug 2014 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7750092
- Firm CRD
- 171143