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 16 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||17|
|Triad Advisors, Inc.||Monroe, LA||Dec 1998 - Current||17|
|Graham, Bordelon & Company, Inc.||Monroe, LA||Sep 1989 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2000|
|S66||NASAA Uniform Combined State Law Examination||Jun 2016|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- 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)