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CFP
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CFP

Brady Jake Fuller

B.O.S.S. Retirement Advisors, LLC
18 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
B.O.S.S. Retirement Advisors, LLC
Compensation
Fixed/Hourly
Firm Size
46 advisors
Number of Clients
6,850 clients
Average Client Portfolio
$155K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Included in AUM fee

Location

3400 N Ashton Blvd, Suite 190, Lehi, UT, 84043

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
B.O.S.S. Retirement Advisors, LLC
March 2019 - Present · 6 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2016 - March 2019 · 2 yrs 9 mos
Cetera Advisor Networks LLCBroker
June 2016 - March 2019 · 2 yrs 9 mos
Lee Miles LLC
June 2014 - June 2016 · 2 yrs
J.P. Morgan Securities LLC
October 2012 - December 2013 · 1 yr 2 mos
J.P. Morgan Securities LLCBroker
October 2012 - December 2013 · 1 yr 2 mos
Chase Investment Services CORP.
May 2011 - October 2012 · 1 yr 5 mos
Chase Investment Services CORP.Broker
May 2011 - October 2012 · 1 yr 5 mos
Spc
February 2011 - April 2011 · 2 mos
Sammons Securities Company, LLCBroker
February 2010 - April 2011 · 1 yr 2 mos
Lincoln Financial Advisors CorporationBroker
January 2009 - January 2010 · 1 yr
Sammons Securities Company, LLCBroker
December 2006 - November 2008 · 1 yr 11 mos
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.