Jonathan Bolston, financial advisor Sugar Land TX

Jonathan Bolston

CRD Number: 6275292
Current Firm: Wilson Wealth Management Group, L. L. C.

Jonathan Bolston (CRD# 6275292) is an Investment Advisor Representative working at Wilson Wealth Management Group, L. L. C. in Sugar Land, TX and has over 8 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Wilson Wealth Management Group, LLC Charlotte, NC Apr 2019 - Current 3
Cypress Isp Houston, TX Aug 2017 - Current 4
Bolston Financial Houston, TX Dec 2015 - Mar 2019 3
Katy Independent School District Katy, TX Aug 2015 - Dec 2017 2
Bolston Insurance Services Houston, TX Jun 2016 - Dec 2016 < 1
Fort Bend Independent School District Sugarland, TX Oct 2014 - Jul 2015 < 1
Edward Jones Missouri City, TX Dec 2013 - Sep 2014 < 1
Fifth Third Bank Nashville, TN Oct 2012 - Sep 2013 < 1
Suntrust Bank Nashville, TN Nov 2010 - Sep 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Jonathan J. Bolston
Phone Number: 704-222-4162
Registered State(s):
  • NC
  • TX
Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLIONS
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $95,731
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

GA, NC, SC, TN, TX

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