JB
Jonathon B. Bolt
CRESCENT ADVISOR GROUP
Lubbock, TX 79424
Some features on this profile are disabled
CRD#: 7100631
JB
Professional summary
Jonathon B Bolt is a registered financial advisor currently at CRESCENT ADVISOR GROUP, INC. located in Lubbock, Texas and CRESCENT SECURITIES GROUP, INC. located in Lubbock, Texas.
Jonathon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Jonathon has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Sole Proprietor occasionally selling Life insurance. Less than one hour per month.
Crescent Advisor Group, Inc. Investment related. 4021 84th St. #100, Lubbock, TX 79423. Provide investment advice as a investment advisor representative. 9/2019. 40 hours/month, all during trading hours.
Crescent Securities Group, Inc. Investment related. 4021 84th St. #100, Lubbock, TX 79423. Registered Representative. 7/2019. 160 hours/month, 120 during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathon B Bolt'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
September 13, 2019 - Present
CRESCENT ADVISOR GROUP, INC.
Office #1: 6905 82nd Street, Ste. 100, Lubbock, TX 79424RIA
CRD#: 115974
Lubbock, TX
Current
July 25, 2019 - Present
CRESCENT SECURITIES GROUP, INC.
Office #1: 6905 82nd Street Suite 100, Lubbock, TX 79424BD
CRD#: 114993
Lubbock, TX
Past
July 22, 2019 - September 10, 2019
LOWELL & COMPANY, INC.
BD
CRD#: 24913
LUBBOCK, TX
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".
CA
CRESCENT ADVISOR GROUP, INC.
CASTLE FINANCIAL, LLC. | VALAD PLUS INVESTMENT ADVISORS | LOWELL WEALTH MANAGEMENT | INTEGRITY CAPITAL ADVISORY, LLC | HAST FINANCIAL GROUP | CRESCENT ADVISOR GROUP, INC.
CRD#: 115974 / SEC#: 801-127131
RIA
Registered Investment Advisory firm - (1/5/2023 Approved)California
Registered Investment Advisory firm - (2/8/2023 Terminated)Florida
Registered Investment Advisory firm - (1/9/2023 Terminated)Illinois
Registered Investment Advisory firm - (1/9/2023 Terminated)Indiana
Registered Investment Advisory firm - (1/10/2023 Terminated)Texas
Registered Investment Advisory firm - (1/9/2023 Terminated)Virginia
Registered Investment Advisory firm - (12/10/2013 Terminated)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
Texas(8/19/2019)
IAR
Texas(9/13/2019)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/22/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CRESCENT ADVISOR GROUP, INC.
CASTLE FINANCIAL, LLC. | VALAD PLUS INVESTMENT ADVISORS | LOWELL WEALTH MANAGEMENT | INTEGRITY CAPITAL ADVISORY, LLC | HAST FINANCIAL GROUP | CRESCENT ADVISOR GROUP, INC.
CRD#: 115974 / SEC#: 801-127131
RIA
Registered Investment Advisory firm - (1/5/2023 Approved)California
Registered Investment Advisory firm - (2/8/2023 Terminated)Florida
Registered Investment Advisory firm - (1/9/2023 Terminated)Illinois
Registered Investment Advisory firm - (1/9/2023 Terminated)Indiana
Registered Investment Advisory firm - (1/10/2023 Terminated)Texas
Registered Investment Advisory firm - (1/9/2023 Terminated)Virginia
Registered Investment Advisory firm - (12/10/2013 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
4975 Preston Park Blvd. Suite 820, Plano, TX 75093
Mailing Address
Phone number
(972) 490-0150
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (7 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 467 |
| AUM (Assets Under Management) | $ 282,987,504 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CRESCENT ADVISOR GROUP, INC.
CRD#: 115974Lubbock, TX 79424TRUST BUT VERIFY
Monitor Jonathon Bolt
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
