Jack U Boston
Investment adviser representative at Bookends Financial Planning
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$338.3MFirm 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Bookends Financial PlanningMay 2025 to now
- Wetzel Investment Advisors d/b/a Bookends Financial PlanningApr 2023 to now
- StudentJan 2008 to Mar 2025
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
Bookends Financial Planning
Legal name: Wetzel Investment Advisors, Inc.
$338.3MAssets managed
521Clients
6Advisers
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
- 8065811
- Firm CRD
- 305301