Jonathan BolstonCRD 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 7 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Wilson Wealth Management Group, LLC||Charlotte, NC||Apr 2019 - Current||2|
|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|
Total Assets Under Management15MILLIONS
Total Number of Accounts250ACCOUNTS
Average Account Value$60,000
- 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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