Jonathan Albrethsen
Investment adviser representative at B.O.S.S. Retirement Advisors, LLC
10 yearsExperience
1 stateRegistered in
$1.4BFirm assets
6 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.
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 Solutions, LLCFeb 2025 to now
- B.O.S.S. Retirement Advisors, LLCFeb 2024 to now
- Ha Wealth Advisors Inc.May 2023 to Dec 2024
- Student At Byu-iJan 2019 to Jul 2023
- Express Employment ProfessionalsSep 2018 to Dec 2018
- SecuritymetricsJul 2016 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7798864
- Firm CRD
- 171143