Jason Bonn
Investment adviser representative at Woodmont Investment Counsel, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Woodmont Investment Counsel, LLCFeb 2022 to now
- Lincoln Financial SecuritiesOct 2019 to Feb 2022
- Chisholm Trail Financial GroupApr 2019 to Feb 2022
- UnemployedDec 2018 to Apr 2019
- Waddell & ReedOct 2018 to Dec 2018
- N/aApr 2017 to Oct 2018
- Bank of AmericaMay 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Woodmont Investment Counsel, LLC
$2BAssets managed
468Clients
11Advisers
26 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
- 7032319
- Firm CRD
- 109779