Jon Bos Financial Advisor

Jon Bos Financial Advisor

Jon Bos Financial Advisor set up in Abilene, Texas in 2023 as a registered investment adviser. The firm is built around its founder, Jon Bos, and offers a deliberately narrow service set: investment management, portfolio construction, and tax preparation for individuals and high-net-worth families. The pairing of tax work with asset management is the structural conceit. Most RIAs outsource or ignore tax; this firm makes it a primary line, meaning every portfolio decision carries a visible after-tax cost for the client. The strategy is classic wealth management — not venture, not direct private deals. The firm manages public-market portfolios, likely through a mix of individual securities, ETFs, and mutual funds, deployed across taxable and retirement accounts. The geographic footprint is local: Abilene and the surrounding West Texas corridor. No fund commitments, co-investments, or institutional separate accounts are advertised. Bos appears to run a lean solo or small-team practice, serving clients who value an advisor who handles both their 1040 and their allocation. Team size and AUM are not publicly disclosed. The firm's website and LinkedIn presence are minimal, consistent with a founder-led, referral-driven practice. There is no adjacent foundation, club affiliation, or family-office structure visible. In 2025, the firm maintains its RIA registration with a simple, direct-to-consumer wealth management offering — no institutional pivot, no platform play. The structural differentiator is the tax-integrated mandate itself. Most RIAs coordinate with a client's CPA; Bos eliminates that handoff. This architecture makes the firm sticky for clients with complex tax situations — business owners, ranchers, oil-and-gas royalty recipients — who value a single point of accountability across both filing and investing.