Jeffrey Key Golson
Investment adviser representative at Graham, Bordelon, Golson & Gilbert, Inc.
37 yearsExperience
1 stateRegistered in
$420.8MFirm assets
40 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
37 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Graham, Bordelon, Golson & Gilbert, Inc.Feb 2007 to now
- Entrust Investemnt Management, LLCJan 1999 to now
- Graham, Bordelon & Company, Inc.Sep 1989 to now
- Triad Advisors, Inc.Dec 1998 to Aug 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (LA).
Graham, Bordelon, Golson & Gilbert, Inc.
$420.8MAssets managed
207Clients
4Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1457878
- Firm CRD
- 104612