Jordan L Bohn
Investment adviser representative at Edward Jones
11 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
11 years in the industry.
- Edward JonesJun 2025 to now
- UnemployedDec 2024 to May 2025
- American Income Globe LifeAug 2024 to Nov 2024
- UnemployedOct 2023 to Jul 2024
- Club Z TutoringAug 2023 to Sep 2023
- San Jose State UniversityAug 2022 to May 2024
- VansDec 2019 to Jan 2020
- UnemployedFeb 2019 to Jul 2023
- VansJul 2016 to Feb 2019
- Diablo Valley CollegeJul 2015 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8104471
- Firm CRD
- 250