JG
Jeffrey K. Golson
GRAHAM, BORDELON, GOLSON & GILBERT
MONROE, LA 71201
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CRD#: 1457878
JG
Professional summary
Jeffrey Key Golson, who also goes by Jeff Golson, is a registered financial advisor currently at GRAHAM, BORDELON, GOLSON & GILBERT, INC. located in Monroe, Louisiana and OSAIC WEALTH, INC. located in Monroe, Louisiana.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Jeffrey has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Golson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)Graham, Bordelon, Golson & Gilbert,Inc.; INVESTMENT RELATED; 2401 TOWER DRIVE, MONROE, LA 71201; RIA; PARTNER; 1989; 100 HRS/MONTH; 5 HR/DAY; COMPENSATION-SALARY AND PROFIT DISTRIBUTION; INVESTMENT ADVISOR.
2- GRAHAM & BORDELON PARTNERSHIP; INVESTMENT RELATED; 2401 TOWER DRIVE, MONROE, LA 71201; INVESTMENT AND INSURANCE COMMISSIONS; PARTNER; 1989; 8- HRS/MONTH; 4 HRS/DAY; COMPENSATION-PROFIT DISTRIBUTIONS; INVESTMENT SERVICES.
3-ENTRUST INVESTMENT ADVISORY LLC; INVESTMENT RELATED; 2401 TOWER DRIVE, MONROE, LA 71201; RIA; MEMBER, REPRESENTATIVE; JULY 1, 2000; 20 HRS/MONTH; 1 HR/DAY; COMPENSATION-PROFIT DISTRIBUTIONS; INVESTMENT ADVISOR.
4-G.B.G PROPERTIES LLC; NON- INVESTMENT RELATED; 2401 TOWER DRIVE, MONROE, LA 71201; OFFICE RENTAL; MEMBER; 2004; 2 HRS/MONTH; <1HR/DAY; COMPENSATION-DISTRIBUTIONS; OFFICE BUILDING RENTAL.
5-INSURANCE; INVESTMENT RELATED; 2401 TOWER DRIVE, MONROE, LA 71201; APPOINTMENT WITH VARIOUS INSURANCE COMPANIES; AGENT; 1989; 4 HRS/MONTH; � HR/DAY; COMPENSATION-VARIES, PAID THROUGH GRAHAM, BORDELON PARTNERSHIP; INSURANCE SALES/SERVICE.
6)Farm land;not investment related;2808 Pargoud Blvd,Monroe,LA 71201;farm land rental;owner;2013;1 hr/month;0 hrs during trading;discussion w/farmer,visit farm
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Key Golson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 27, 2007 - Present
GRAHAM, BORDELON, GOLSON & GILBERT, INC.
Office #1: 2401 Tower Drive, Monroe, LA 71201RIA
CRD#: 104612
MONROE, LA
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 2401 Tower Drive, Monroe, LA 71201RIA
BD
CRD#: 23131
MONROE, LA
Past
June 20, 2011 - March 21, 2025
ENTRUST INVESTMENT MANAGEMENT LLC
RIA
CRD#: 111283
MONROE, LA
Past
December 7, 1998 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
MONROE, LA
Past
January 31, 1997 - December 17, 1998
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
September 28, 1988 - January 31, 1997
KEOGLER, MORGAN & COMPANY, INC.
BD
CRD#: 16546
ATLANTA, GA
Past
July 22, 1988 - October 12, 1988
FSC SECURITIES CORPORATION
BD
CRD#: 7461
Past
February 19, 1986 - July 26, 1988
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GB
GRAHAM, BORDELON, GOLSON & GILBERT, INC.
GRAHAM BORDELON & CO INC | GRAHAM, BORDELON, GOLSON & GILBERT, INC.
CRD#: 104612 / SEC#: 801-25887
RIA
Registered Investment Advisory firm - (12/5/1985 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/23/2024)
RR
Arkansas(8/23/2024)
RR
California(8/23/2024)
RR
Colorado(8/23/2024)
RR
Delaware(8/23/2024)
RR
Florida(8/23/2024)
RR
Georgia(8/23/2024)
RR
Illinois(8/23/2024)
RR
Indiana(8/23/2024)
IAR
Louisiana(2/27/2007)
RR
Louisiana(8/23/2024)
RR
Minnesota(8/23/2024)
RR
Mississippi(8/23/2024)
RR
Missouri(8/23/2024)
RR
Nebraska(8/23/2024)
RR
Nevada(8/23/2024)
RR
New Mexico(8/23/2024)
RR
New York(8/23/2024)
RR
North Carolina(8/23/2024)
RR
Oklahoma(8/23/2024)
RR
Oregon(8/23/2024)
RR
Pennsylvania(8/23/2024)
RR
South Carolina(8/23/2024)
RR
Tennessee(8/23/2024)
RR
Texas(8/23/2024)
RR
Virginia(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GB
GRAHAM, BORDELON, GOLSON & GILBERT, INC.
GRAHAM BORDELON & CO INC | GRAHAM, BORDELON, GOLSON & GILBERT, INC.
CRD#: 104612 / SEC#: 801-25887
RIA
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Contact information
Main Address
2401 Tower Drive, Monroe, LA 71201
Mailing Address
Phone number
(318) 322-7157
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 324 |
| AUM (Assets Under Management) | $ 375,002,796 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GRAHAM, BORDELON, GOLSON & GILBERT, INC.
CRD#: 104612Monroe, LA 71201TRUST BUT VERIFY
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