Jonathan BolterCRD Number: 1584626
Current Firm: Ubs Financial Services Inc.
Jonathan Bolter (CRD# 1584626) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Roseville, CA and has over 36 years of experience in the finance industry.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Ubs Financial Services Inc.||Roseville, CA||Aug 2014 - Current||8|
|Morgan Stanley Smith Barney||Folsom, CA||Jun 2009 - Aug 2014||5|
|Morgan Stanley & Company, Incorporated||Folsom, CA||Jan 2008 - Aug 2014||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1986|
|S65||NASAA Investment Advisors Law Examination||Jul 1993|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management600,809MILLIONS
Total Number of Accounts1,077,471ACCOUNTS
Average Account Value$557,610
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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