Jackson S Smith
Investment adviser representative at Bolton Global Asset Management
13 yearsExperience
1 stateRegistered in
CFADesignation
$8.3BFirm assets
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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 feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Bolton Securities CorporationJul 2026 to now
- Bolton Global Asset ManagementJul 2026 to now
- Bolton Global CapitalJul 2026 to now
- RoverOct 2025 to Jun 2026
- Bank of America, N.A.Apr 2025 to Sep 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2025 to Sep 2025
- Raymond James & AssociatesMar 2023 to Feb 2025
- Proffitt & Goodson Inc.Jan 2021 to Feb 2023
- UnemployedJan 2020 to Dec 2020
- University of IowaAug 2018 to Dec 2019
- UBSMay 2018 to Aug 2018
- UnemployedAug 2017 to Apr 2018
- Houston AstrosJun 2017 to Jul 2017
- University of TennesseeAug 2013 to May 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Bolton Global Asset Management
Legal name: Bolton Securities Corp
$8.3BAssets managed
7,365Clients
139Advisers
20 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
- 6946076
- Firm CRD
- 129376