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Crystal Bossola

Investment adviser representative at Edward Jones
12 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Edward JonesJul 2024 to now
  2. Paradise Processing (lori Ann Hodosh)Sep 2023 to now
  3. Right Now Mortgage LLCNov 2023 to Feb 2024
  4. Kapolei Charter SchoolJul 2022 to Jul 2024
  5. Kaimuki High SchoolOct 2021 to Jul 2022
  6. Hawaii Department of Education Central BranchApr 2021 to Oct 2021
  7. Self EmployedMar 2020 to Oct 2021
  8. Revolution PrepAug 2016 to Nov 2018
  9. Self Employed dba the Water Kefir PeopleJul 2014 to Aug 2021

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (HI, TX).

Edward Jones

Legal name: Edward D. Jones & Co., L.P.

$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
7953558
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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