Jacqueline A. Bos

B&C FINANCIAL ADVISORS

PONTE VEDRA BEACH, FL 32082

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CRD#: 2493047

Professional summary

Jacqueline Ann Bos, who also goes by Jacqueline Ann Carroll, Jacqueline Ann Kean, is a registered financial advisor currently at B&C FINANCIAL ADVISORS located in Ponte Vedra Beach, Florida.

Jacqueline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jacqueline has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacqueline Ann Carroll | Jacqueline Ann Kean

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

110 Professional, LLC, 110 Professional Drive, Suite 101, Ponte Vedra Beach, FL 32081 Established for the purpose of Real Estate Investment Manager Relationship started 10/28/2020 Approximate hours/month devoted to LLC (2-3 hours) Hours devoted to LLC during securities trading hours (0 - 1 hour) Duties - Building management, account payables, accounting/tax prep

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacqueline Ann Bos's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 20, 2012 - Present

B&C FINANCIAL ADVISORS

Office #1: 110 Professional Drive Suite 101, Ponte Vedra Beach, FL 32082

RIA

CRD#: 110295

PONTE VEDRA BEACH, FL

Past

June 11, 1997 - December 31, 2006

THE CONCORD EQUITY GROUP, LLC

CRD#: 14569

PONTE VERDA BCH, FL

Past

March 9, 1995 - August 28, 1997

COLEMAN & COMPANY SECURITIES, INC.

CRD#: 1486

NEW YORK, NY

Past

August 2, 1994 - March 9, 1995

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

B&C FINANCIAL ADVISORS

B&C FINANCIAL | BUTENSKY & COHEN FINANCIAL SECURITY INC | B&C FINANCIAL ADVISORS

CRD#: 110295 / SEC#: 801-55533

RIA

Registered Investment Advisory firm - (5/13/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(11/20/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/18/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/22/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/1/1994

General Securities Representative Examination

Current Firm

B&C FINANCIAL ADVISORS

B&C FINANCIAL | BUTENSKY & COHEN FINANCIAL SECURITY INC | B&C FINANCIAL ADVISORS

CRD#: 110295 / SEC#: 801-55533

RIA

Registered Investment Advisory firm - (5/13/1998 Approved)

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Contact information

Main Address

110 Professional Drive Suite 101, Ponte Vedra Beach, FL 32082

Mailing Address

Phone number

(904) 273-9850

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE - ADV PART 2 (2/25/2025)

Regulatory assets under management

Total Number of Accounts	1,257
AUM (Assets Under Management)	$ 546,222,099

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
05/21/2025	Cover Page	Report
10/21/2024	Cover Page	Report
11/30/2023	Cover Page	Report
01/19/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jacqueline A. Bos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacqueline Ann Bos's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE CONCORD EQUITY GROUP, LLC

COLEMAN & COMPANY SECURITIES, INC.

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

B&C FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/18/2012

Series 63

Date: 8/22/1994

Series 7

Date: 8/1/1994

Current Firm

B&C FINANCIAL ADVISORS

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

B&C FINANCIAL ADVISORS

TRUST BUT VERIFY

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