JB
JB

Jeffrey Thomas Bone

6 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
1,365 clients
Average Client Portfolio
$310K average
Assets Under Management
$422.6M

Fee Structure

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Location

805 W. Hwy 50 Ste. B, O'Fallon, IL, 62269

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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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Other Business Activities

Jeffrey is on the finance and investment committee for St Paul's Lutheran Church and school, advising on investment strategy and allocation. He is also a board member for the Gene Slay's Girls & Boys Club of St. Louis, working on planned giving policies and procedures; both activities require minimal time and are not investment related.

Employment History
Current Registrations
Independent Wealth Network, INC.
June 2025 - Present · 8 mos
Previous Registrations
Fra Wealth Management LLC
March 2025 - June 2025 · 3 mos
Northwestern Mutual Investment Services,llc
May 2024 - October 2024 · 5 mos
Northwestern Mutual Investment Services, LLCBroker
May 2024 - October 2024 · 5 mos
Osaic Institutions, INC.Broker
October 2022 - January 2024 · 1 yr 3 mos
Osaic Institutions, INC.
October 2022 - January 2024 · 1 yr 3 mos
U.S. Bancorp Investments, INC.Broker
July 2021 - September 2022 · 1 yr 2 mos
U.S. Bancorp Investments, INC.
July 2021 - September 2022 · 1 yr 2 mos
Allstate Financial Services, LLCBroker
December 2019 - July 2021 · 1 yr 7 mos
Northwestern Mutual Investment Services, LLCBroker
November 2018 - December 2019 · 1 yr 1 mo
State Registrations3 states
AZILMO
Advisor
Exams
No exam information available for this advisor.