Jeffrey Bone has been an investment adviser representative at Independent Wealth Network since June 2025, and is not listed among the firm’s executive officers or direct owners.
Independent Wealth Network, Inc. is an Urbandale, IA firm with $518M under management, 1,460 clients and 30 advisers across 20 offices, as of its March 2026 filing.
Jeff Bone is Founder of Principled Wealth Management. He has more than 18 years of experience in financial services and works with families, business owners and endowments on wealth management and estate planning. He founded the firm in 2025, after starting his career at Deloitte and PricewaterhouseCoopers and later serving as Finance Manager for a technology company, and moved into personal wealth management in 2018.
Jeffrey Bone’s longest registration is the current one, 1 year at Independent Wealth Network since 2025. Before joining Independent Wealth Network in 2025, Jeffrey Bone was registered through Fra Wealth Management LLC and Northwestern Mutual Investment Services,llc.
- – present · 1 yearChesterfield, MO · Adviser representative · Firm CRD 286262
- Fra Wealth Management LLC– · under a yearO'Fallon, IL · Adviser representative · Firm CRD 284020
- Northwestern Mutual Investment Services,llc– · under a yearSaint Louis, MO · Adviser representative · Firm CRD 2881
- Osaic Institutions, Inc.– · 1 yearChesterfield, MO · Adviser representative · Firm CRD 35371
- U.S. Bancorp Investments, Inc.– · 1 yearArnold, MO · Adviser representative · Firm CRD 17868
Investment adviser representative registrations
Jeffrey Bone is registered as an investment adviser representative in 3 states. The first approvals date from June 2025; the most recent is Arizona, in September 2025.
- ArizonaSince 16 September 2025
- IllinoisSince 25 June 2025
- MissouriSince 25 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 July 2021 |
| Series 7TO | General Securities Representative Examination | 22 July 2020 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 December 2018 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 29 November 2018 |
| SIE | Securities Industry Essentials Examination | 29 November 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jeffrey Thomas Bone
- CRD
- 7034013
- Firm
- Independent Wealth Network · CRD 286262
- Office
- PRINCIPLED WEALTH MANAGEMENT, 100 CHESTERFIELD BUSINESS PKWY, STE 285, Chesterfield, MO 63005
- Registration
- Investment adviser registration
- In the industry since
- September 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- principledwm.com
Where does Jeffrey Bone work?
Jeffrey Bone is an investment adviser representative registered through Independent Wealth Network, Inc. since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Bone a financial advisor?
Yes. Jeffrey Bone has a current investment-adviser registration in Arizona, Illinois and Missouri, through Independent Wealth Network since June 2025.
How many years of experience does Jeffrey Bone have?
Jeffrey Bone has 7 years in the financial industry, since September 2019, across 5 adviser firms.
What exams has Jeffrey Bone passed?
Jeffrey Bone has passed 5 licensing exams: the Series 6TO, SIE, Series 63, Series 7TO and Series 66. The earliest, the Series 6TO, was passed in November 2018.
Where did Jeffrey Bone work before Independent Wealth Network?
Before Independent Wealth Network, Jeffrey Bone was registered through Fra Wealth Management LLC, March 2025 to June 2025; Northwestern Mutual Investment Services,llc, May 2024 to October 2024; Osaic Institutions, Inc., October 2022 to January 2024; U.S. Bancorp Investments, Inc., July 2021 to September 2022.
Where is Jeffrey Bone based?
Jeffrey Bone’s registered office is in Chesterfield, MO.
Is Jeffrey Bone registered with FINRA?
No. Jeffrey Bone has no current broker registration.
How can I verify Jeffrey Bone’s record?
Search CRD 7034013 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Bone’s full registration record.
