Jason BolesCRD Number: 3022186
Current Firm: Wedge Capital Management LLP
Jason Boles (CRD# 3022186) is an Investment Advisor Representative working at Wedge Capital Management LLP in Charlotte, NC and has over 19 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Wedge Capital Management L.l.p.||Charlotte, NC||Aug 2006 - Current||10|
|Unemployed||Chicago, IL||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
Total Assets Under Management11,297MILLIONS
Total Number of Accounts406ACCOUNTS
Average Account Value$27,825,123
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, GA, NC, NY, SC, TX