Jeffrey GolsonCRD Number: 1457878
Current Firm: Graham, Bordelon, Golson & Gilbert, Inc.
Jeffrey Golson (CRD# 1457878) is an Investment Advisor Representative working at Graham, Bordelon, Golson & Gilbert, Inc. in Monroe, LA and has over 17 years of experience in the finance industry.
Argent Advisors, Inc.
Raymond James Financial Services Advisors, Inc.
Century Securities Associates Inc.
|Entrust Investemnt Management, LLC||Monroe, LA||Jan 1999 - Current||19|
|Triad Advisors, Inc.||Monroe, LA||Dec 1998 - Current||19|
|Graham, Bordelon & Company, Inc.||Monroe, LA||Sep 1989 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2000|
|S66||NASAA Uniform Combined State Law Examination||Jun 2016|
- Regulatory Event
Total Assets Under Management264MILLIONS
Total Number of Accounts424ACCOUNTS
Average Account Value$622,642
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)