Jon Bohs
About Jon Bohs
Jon Bohs is the Managing Principal of Trading and Brokerage Operations at Commonwealth, overseeing multiple operational teams and focusing on service enhancements for advisors and clients.
Jon Bohs' Role at Commonwealth
Jon Bohs serves as the Managing Principal of Trading and Brokerage Operations at Commonwealth. He joined the company in 1996 as a trader and has since taken on leadership of several departments. Bohs oversees the Trading, Service Center, New Accounts, Transfer of Assets, Retirement Operations, Asset Management Operations, Cashiering, Account Supervision, and Virtual Administration teams. His role involves identifying and implementing improvements in the company's services offered to advisors and their clients.
Educational Background of Jon Bohs
Jon Bohs holds a Bachelor's degree in economics and finance from Bentley University. This strong educational foundation has equipped him with the analytical and financial skills necessary for his extensive responsibilities at Commonwealth. His academic background supports his role in leading multiple operations teams within the company.
Jon Bohs' Industry Certifications
Jon Bohs holds several important securities registrations, including the FINRA Series 4, 7, 24, 53, 55, and 63. These certifications showcase his extensive knowledge and qualifications in the trading and brokerage industry. His expertise is instrumental in managing various operations and ensuring compliance with regulatory standards at Commonwealth.
Jon Bohs' Personal Interests
Outside of his professional responsibilities, Jon Bohs enjoys golfing, skiing, and tennis. He also has a passion for traveling and visiting wineries. These hobbies reflect his active lifestyle and interest in exploring new experiences.