Jonathon BoltCRD Number: 7100631
Current Firm: Crescent Advisor Group, Inc.
Jonathon Bolt (CRD# 7100631) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Lubbock, TX and has over 3 years of experience in the finance industry.
Astoria Strategic Wealth, Inc.
State Farm Investment Management Corp.
Lpl Financial LLC
|Crescent Advisor Group, Inc.||Dallas, TX||Sep 2019 - Current||3|
|Crescent Securities Group, Inc.||Dallas, TX||Jul 2019 - Current||3|
|Lowell & Company Inc.||Lubbock, TX||Jun 2018 - Sep 2019||1|
|Prosperity Bank||Lubbock, TX||May 2017 - Jul 2018||1|
|Raider Ranch||Lubbock, TX||Jan 2015 - Dec 2017||2|
|Double Dave's Pizzaworks||Lubbock, TX||Mar 2014 - Feb 2015||< 1|
|Mcalister's Deli||Lubbock, TX||Jan 2013 - Mar 2014||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management212MILLIONS
Total Number of Accounts470ACCOUNTS
Average Account Value$450,492
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, IL, TX
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