Osaic Wealth
47yrs
Top advisor by experience in Naperville
20yrs
John Bozett is a fiduciary financial advisor in Naperville, Illinois, with 20 years in the industry. John joined Edward Jones in 2024, a firm offering financial planning, investment management, and retirement plan consulting. John holds the CFP® designation.
One of 550 advisors with offices in Naperville, and one of 511 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?Top 21% by experience at Edward Jones
Office710 East Ogden Avenue Suite 650, Naperville, IL 60563
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowEdward JonesCurrent firm
Contact John
Local office(630) 357-8461Ask for John. (314) 515-2000Main office · St. Louis, MO 710 East Ogden Avenue Suite 650Naperville, IL 60563Office · Get directions
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Questions to ask John
Tailored to John’s registration and firm.
- 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 John
How do I contact John?
Call John’s local office at (630) 357-8461 or the Edward Jones main office at (314) 515-2000, and ask for John Bozett.
How long has John been a financial advisor?
John has been in the industry since 2006, about 20 years. Top 21% by experience at Edward Jones.
What licenses does John hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask John 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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