Jonathon Bolt, financial advisor Plano TX

Jonathon Bolt

CRD Number: 7100631
Current Firm: Crescent Advisor Group, Inc.

Jonathon Bolt (CRD# 7100631) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Plano, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Crescent Advisor Group, Inc. Dallas, TX Sep 2019 - Current 4
Crescent Securities Group, Inc. Dallas, TX Jul 2019 - Current 5
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Jonathon B. Bolt
Phone Number: 972-490-0150
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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