Jon Bohs

Managing Principal, Trading & Brokerage Operations at Commonwealth Financial Network

Jon came to Commonwealth in 1996 from Fleet Brokerage Securities, where he was an assistant manager in its discount brokerage division. As senior vice president of brokerage operations, he assumes bicoastal responsibility for Commonwealth’s Trading, Service Center, New Accounts, Transfer of Assets, Retirement Operations, Asset Management Operations, Cashiering, and Direct Investments teams. He works out of the Waltham office, making regular trips to San Diego.

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Peers

Timeline

  • Managing Principal, Trading & Brokerage Operations

    Current role

  • SVP, Brokerage Operations

  • Managing Principal, Brokerage Operations

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