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JB

Jared N. Bosley

LIBERTY ONE INVESTMENT MANAGEMENT
Covington, KY
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CRD#: 6055599
JB

Professional summary

Jared Nevel Bosley is a registered financial advisor currently at LIBERTY ONE INVESTMENT MANAGEMENT located in Covington, Kentucky.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jared has worked at 4 firms and has passed the Series 65, Series 6TO, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Nevel Bosley'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

October 10, 2022 - Present

LIBERTY ONE INVESTMENT MANAGEMENT

RIA
CRD#: 304290
Covington, KY
Past

September 6, 2022 - September 20, 2022

BRINKER CAPITAL SECURITIES, LLC

BD
CRD#: 38123
BERWYN, PA
Past

August 19, 2019 - September 20, 2022

ORION PORTFOLIO SOLUTIONS, LLC

RIA
CRD#: 125446
OMAHA, NE
Past

January 2, 2014 - September 11, 2014

ULTIMUS FUND DISTRIBUTORS, LLC

BD
CRD#: 104177
CINCINNATI, OH

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".
LO
LIBERTY ONE INVESTMENT MANAGEMENT
LIBERTY ONE INVESTMENT MANAGEMENT | LIBERTY ONE INVESTMENT MANAGEMENT, LLC

CRD#: 304290 / SEC#: 801-116826

RIA
Registered Investment Advisory firm - (6/21/2019 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
Kentucky
(10/10/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/16/2019
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/3/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/3/2022
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 12/30/2013
Investment Company Products/Variable Contracts Representative Examination

Current Firm

LO
LIBERTY ONE INVESTMENT MANAGEMENT
LIBERTY ONE INVESTMENT MANAGEMENT | LIBERTY ONE INVESTMENT MANAGEMENT, LLC

CRD#: 304290 / SEC#: 801-116826

RIA
Registered Investment Advisory firm - (6/21/2019 Approved)
PREMIUM
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Contact information

Main Address
1509 N. Milwaukee Ave., Libertyville, IL 60048
Mailing Address
Phone number
(847) 680-9255
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (24 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LIBERTY ONE FORM ADV PART 2A BROCHURE (10/15/2025)

Regulatory assets under management

Total Number of Accounts17,279
AUM (Assets Under Management)$ 2,378,579,630

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.

Company Information

LIBERTY ONE INVESTMENT MANAGEMENT

CRD#: 304290Covington, KY

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