UBS Financial Services
47yrs
Top advisor by experience in Virginia
38yrs
Jon Bost has worked in the financial industry for 38 years and is a fiduciary financial advisor based in McLean, Virginia. Jon has been with Wells Fargo Advisors since 2020; before that, Jon spent ten years at Morgan Stanley and four years at Deutsche Bank Securities. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 671 advisors with offices in McLean, and one of 611 fiduciaries.
At a glance
Experience38 years (since 1989)
How that compares ?Top 6% by experience in McLean
Office1676 International Drive Suite 610, McLean, VA 22102
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2010 – 2020Morgan StanleyPreviously
- 2006 – 2010Deutsche Bank Securities Inc.Previously
- Dec 2004 – Sep 2006MerrillPreviously
- Jun 2003 – Jan 2004S4 Capital, LLCPreviously
Contact Jon
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Jon. 1676 International Drive Suite 610McLean, VA 22102Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Jon
Tailored to Jon’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jon
How do I contact Jon?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Jon Bost. Jon works from the McLean, VA office.
How long has Jon been a financial advisor?
Jon has been in the industry since 1989, about 38 years. Top 6% by experience in McLean.
What licenses does Jon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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