Edward Jones
45yrs
Top advisor by experience in Littleton
20yrs
John Bohan is a fiduciary financial advisor in Littleton, Colorado, with 20 years in the industry. After two years at Prism Financial Group and a year at LPL Financial, John joined Aprio Wealth Management in 2026, a firm offering financial planning, investment management, and retirement plan consulting. John holds the CFP® designation.
One of 318 advisors with offices in Littleton, and one of 290 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 68% of advisors in Colorado
OfficeLittleton, CO
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.39 million
Advisors at the firm37
States licensed ?1 state
Services through Aprio Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingEducational seminars and workshops
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.
Series 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowAprio Wealth Management, LLCCurrent firm
- 2023 – 2025Prism Financial Group, L.l.c.Previously
- Feb 2019 – Apr 2020LPL Financial LLCPreviously
- 2013 – 2016RMB West, LLCPreviously
- 2010 – 2013Financial Telesis Inc.Previously
- 2007 – 2009Osaic Fa, Inc.Previously
Questions to ask John
Tailored to John’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call Aprio Wealth Management at 404-892-9651 and ask for John Bohan. John works from the Littleton, CO office.
How long has John been a financial advisor?
John has been in the industry since 2007, about 20 years. More experience than 68% of advisors in Colorado.
What licenses does John hold?
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?
Aprio Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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