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Jon Bohs — Managing Principal, Trading and Brokerage Operations · Commonwealth Financial Network · Carlisle, Massachusetts, United States.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Jon Bohs is managing principal of trading and brokerage operations at Commonwealth Financial Network. He leads the firm's Trading, Service Center, New Accounts, Transfer of Assets, Retirement Operations, Asset Management Operations, Cashiering, Account Supervision, and Virtual Administration teams. Commonwealth says his main responsibility is identifying ways to improve service to advisors and their clients. He joined Commonwealth in 1996 as a trader. Bohs holds a bachelor's degree in economics and finance from Bentley University and has FINRA Series 4, 7, 24, 53, 55, and 63 registrations.
Experience
SVP Brokerage Operations
May 2013 – May 2022
Education
Skills
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