Jonathan Bolston (CRD# 6275292) is an Investment Advisor Representative working at Wilson Wealth Management Group, L. L. C. in Missouri City, TX and has over 10 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wilson Wealth Management Group, LLC | Charlotte, NC | Apr 2019 - Current | 5 |
| University Of Houston Systems | Houston, TX | Aug 2020 - Jan 2024 | 3 |
| Fort Bend Isd | Missouri City, TX | Feb 2022 - Nov 2023 | 1 |
| Cypress Isd | Houston, TX | Aug 2017 - Jan 2021 | 3 |
| Bolston Financial | Houston, TX | Dec 2015 - Mar 2019 | 3 |
| Katy Isd | Katy, TX | Aug 2015 - Dec 2017 | 2 |
| Fort Bend Isd | Sugarland, TX | Oct 2014 - Jul 2015 | < 1 |
| Edward Jones | Missouri City, TX | Dec 2013 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- NC
- TX
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts497ACCOUNTS
-
Average Account Value$44,707
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
GA, NC, SC, TN, TX
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