JB
Jeffrey T. Bone
INDEPENDENT WEALTH NETWORK
CHESTERFIELD, MO 63005
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CRD#: 7034013
JB
Professional summary
Jeffrey Thomas Bone, who also goes by Jeff T Bone, Jeff Bone, Jeffrey T Bone, Jeffrey Bone, is a registered financial advisor currently at INDEPENDENT WEALTH NETWORK, INC. located in Chesterfield, Missouri.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jeffrey has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff T Bone | Jeff Bone | Jeffrey T Bone | Jeffrey Bone
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.
1. INVESTMENT AND FINANCE COMMITTEE, ST PAUL'S LUTHERAN CHURCH, 12345 MANCHESTER RD, DES PERES, , MISSOURI, 63141, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 7/26/2022. HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, I AM ON THE FINANCE AND INVESTMENT COMMITTEE FOR THE CHURCH AND SCHOOL. NO ONE ON THE COMMITTEE MANAGES THE INVESTMENTS OR HAS ACCESS/PRIVILEDGES FOR MONEY; WE ADVISE ON THE INVESTMENT STRATEGY AND ALLOCATION FOR THE 2 ENDOWMENT FUNDS; NON INVESTMENT-RELATED. 2. PLANNED GIVING COMMITTEE BOARD MEMBER, GENE SLAY'S GIRLS & BOY'S CLUB OF ST. LOUIS, 2524 S 11TH ST, ST. LOUIS, MISSOURI, 63104, UNITED STATES OF AMERICA, FIDUCIARY CAPACITY, START DATE: 01/25/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, ON THE BOARD THE PLANNED GIVING COMMITTEE. WE WILL BE WORKING WITH DONORS TO PROVIDE SUGGESTIONS ON WAYS TO GIVE TO NON-PROFIT WHILE ALIVE OR AT THEIR PASSING NON INVESTMENT RELATED. 3. PRINCIPLED ADVISORS GROUP, LLC.; NOT INVESTMENT RELATED; 4220 DUNCAN AVE. STE. 201; ST. LOUIS, MO 63110; INSURANCE, ANNUITY, & TAX; OWNER; 06/2025; 2 HOURS PER MONTH; 0 DURING TRADING 4. PRINCIPLED INSURANCE ARCHITECTS, LLC.; NOT INVESTMENT RELATED; 4220 DUNCAN AVE. STE. 201; ST. LOUIS, MO 63110; INSURANCE & ANNUITY; OWNER; 06/2025; 8 HOURS PER MONTH; 0 DURING TRADING 5. PRINCIPLED TAX STRATEGISTS, LLC.; NOT INVESTMENT RELATED; 4220 DUNCAN AVE. STE. 201; ST. LOUIS, MO 63110; TAX SERVICES; OWNER; 06/2025; 2 HOURS PER MONTH; 0 DURING TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Thomas Bone's 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®
NoneExperience
Current
June 25, 2025 - Present
INDEPENDENT WEALTH NETWORK, INC.
Office #1: Principled Wealth Management 100 Chesterfield Business Pkwy, Ste 285, Chesterfield, MO 63005RIA
CRD#: 286262
CHESTERFIELD, MO
Past
March 20, 2025 - June 19, 2025
FRA WEALTH MANAGEMENT LLC
RIA
CRD#: 284020
O'FALLON, IL
Past
May 15, 2024 - October 10, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
SAINT LOUIS, MO
Past
May 10, 2024 - October 10, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
SAINT LOUIS, MO
Past
October 12, 2022 - January 16, 2024
OSAIC INSTITUTIONS, INC.
RIA
CRD#: 35371
Chesterfield, MO
Past
October 12, 2022 - January 16, 2024
OSAIC INSTITUTIONS, INC.
BD
CRD#: 35371
Chesterfield, MO
Past
July 21, 2021 - September 30, 2022
U.S. BANCORP INVESTMENTS, INC.
RIA
CRD#: 17868
ARNOLD, MO
Past
July 21, 2021 - September 30, 2022
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
ARNOLD, MO
Past
December 19, 2019 - July 23, 2021
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
Valley Park, MO
Past
November 29, 2018 - December 20, 2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
SAINT LOUIS, MO
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".
IW
INDEPENDENT WEALTH NETWORK, INC.
ANTHEM FINANCIAL PARTNERS | SUNBURST FINANCIAL MANAGEMENT | PREFERRED WEALTH MANAGEMENT LLC | POINDEXTER FINANCIAL GROUP | M.A.S.FINANCIAL AND TAX GROUP | LUCASIAN WEALTH MANAGEMENT | KRAMER WEALTH ADVISORY | KFA FINANCIAL | INDEPENDENT WEALTH NETWORK, INC. | INDEPENDENT WEALTH NETWORK GROUP | HOLT ADVISORY GROUP | GILCHRIST WEALTH MANAGEMENT | ETZEL FINANCIAL RESOURCES | DV FINANCIAL | CAPITAL INSURANCE & FINANCIAL SERVICES LLC | BEACON FINANCIAL SERVICES | ARCHER FINANCIAL PARTNERS
CRD#: 286262 / SEC#: 801-110559
RIA
Registered Investment Advisory firm - (6/1/2017 Approved)Ohio
Registered Investment Advisory firm - (8/26/2019 Terminated)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
Arizona(9/16/2025)
IAR
Illinois(6/25/2025)
IAR
Missouri(6/25/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/22/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 11/29/2018
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
IW
INDEPENDENT WEALTH NETWORK, INC.
ANTHEM FINANCIAL PARTNERS | SUNBURST FINANCIAL MANAGEMENT | PREFERRED WEALTH MANAGEMENT LLC | POINDEXTER FINANCIAL GROUP | M.A.S.FINANCIAL AND TAX GROUP | LUCASIAN WEALTH MANAGEMENT | KRAMER WEALTH ADVISORY | KFA FINANCIAL | INDEPENDENT WEALTH NETWORK, INC. | INDEPENDENT WEALTH NETWORK GROUP | HOLT ADVISORY GROUP | GILCHRIST WEALTH MANAGEMENT | ETZEL FINANCIAL RESOURCES | DV FINANCIAL | CAPITAL INSURANCE & FINANCIAL SERVICES LLC | BEACON FINANCIAL SERVICES | ARCHER FINANCIAL PARTNERS
CRD#: 286262 / SEC#: 801-110559
RIA
Registered Investment Advisory firm - (6/1/2017 Approved)Ohio
Registered Investment Advisory firm - (8/26/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2350 Nw 128th St, Urbandale, IA 50323
Mailing Address
Phone number
(515) 461-5123
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,626 |
| AUM (Assets Under Management) | $ 422,577,169 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INDEPENDENT WEALTH NETWORK, INC.
CRD#: 286262Chesterfield, MO 63005TRUST BUT VERIFY
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