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Jonathan Bohs

Managing Principal, Operations at Commonwealth Equity Services

Broker registration; no current adviser registrationSEC record checked 17 October 2026

0
Past adviser firms
10
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Jonathan Bohs is Managing Principal, Operations of Commonwealth Equity Services, LLC, a Waltham investment adviser managing $213B. Jonathan Bohs has a current broker registration and no current investment-adviser registration and has passed 10 licensing exams.

Role at Commonwealth Equity Services

Title on Schedule A
Managing Principal, Operations
Control
Jonathan Bohs is a control person of Commonwealth Equity Services.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jonathan Bohs has held the filed role since May 2013.

The firm

Commonwealth Equity Services, LLC
Waltham, MA

Form ADV filed 29 September 2026

$213B AUM360,488 clients2,650 advisers26 offices

Career on record

Firms and exams, newest first
  1. Passed Series 52TO · 2025
  2. Passed Series 99TO and Series 57TO · 2023
  3. Passed SIE · 2018
  4. Passed Series 53 · 2003
  5. Passed Series 55 · 2000
  6. Passed Series 24 and Series 4 · 1998
  7. Passed Series 7 and Series 63 · 1993

Registrations and exams

Broker registration; no current adviser registration. Jonathan Bohs has passed 10 qualifying exams.

Examinations

Series 6319 March 1993
Name
Uniform Securities Agent State Law Examination
Series 5318 January 2003
Name
Municipal Securities Principal Examination
Series 428 July 1998
Name
Registered Options Principal Examination
Series 2425 February 1998
Name
General Securities Principal Examination
Series 52TO25 September 2025
Name
Municipal Securities Representative Examination
Series 99TO2 January 2023
Name
Operations Professional Examination
Series 57TO2 January 2023
Name
Securities Trader Exam
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 5510 April 2000
Name
Limited Representative-Equity Trader Exam
Series 722 January 1993
Name
General Securities Representative Examination

Individual record

Full name
Jonathan Christiaan Bohs
CRD
2308915
Firm
Commonwealth Equity Services, LLC
Registration status
Broker registration; no current adviser registration

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Jonathan Bohs work?

Jonathan Bohs has been Managing Principal, Operations of Commonwealth Equity Services, LLC since May 2013, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 29 September 2026

Does Jonathan Bohs have a current investment-adviser registration?

Jonathan Bohs has a current broker registration and no current investment-adviser registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Jonathan Bohs passed?

Jonathan Bohs has passed 10 licensing exams: the Series 7, Series 63, Series 24, Series 4, Series 55, Series 53, SIE, Series 99TO, Series 57TO and Series 52TO. The earliest, the Series 7, was passed in January 1993.

Source: IAPD individual record, checked 17 October 2026

Leadership at Commonwealth Equity Services

Sources

  1. IAPD individual record, CRD 2308915. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Commonwealth Equity Services, LLC, filed 29 September 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jonathan Bohs or Commonwealth Equity Services, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.