Former Wells Fargo broker Jon Bohnert (CRD# 5574237) is accused of non-traded fund losses. He has been registered with Truist Investment Services, Inc. in Louisville, Kentucky, since 2025, and Truist Advisory Services, Inc. in Louisville, Kentucky, since 2025. He was registered with Wells Fargo Advisors in Louisville, Kentucky, from 2024 to 2025, Wells Fargo Clearing Services, LLC in Louisville, Kentucky, from 2024 to 2025, Private Client Services, LLC in Louisville, Kentucky, from 2023 to 2024, Private Client Services, LLC in Louisville, Kentucky, from 2022 to 2024, and Janus Henderson Distributors in Denver, Colorado, from 2015 to 2021.
Jon Bohnert Customer Complaints
He has been the subject of one customer complaint, according to his CRD report:
November 2022. “Claimants allege that from August 2012 through the end of 2021, the financial advisor misrepresented a non-traded fund.” The customer is seeking $350,000 in damages, and the case is currently pending. The complaint was regarding oil and gas investments and non-traded funds, and it took place while he was registered with Wells Fargo.
Pursuant to FINRA Rules, member firms are responsible for supervising a broker’s activities during the time the broker is registered with the firm. Therefore, Wells Fargo may be liable for investment or other losses suffered by Jon Bohnert’s customers.
Erez Law represents investors in the United States for claims against brokers and brokerage firms for wrongdoing. If you have experienced investment losses, please call us at 888-840-1571 or complete our contact form for a free consultation. Erez Law is a nationally recognized law firm representing individuals, trusts, corporations and institutions in claims against brokerage firms, banks and insurance companies on a contingency fee basis.
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