Jonathon B Bolt
Investment adviser representative at Crescent Advisor Group, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$344.4MFirm assets
Are you Jonathon B Bolt? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Crescent Advisor Group, Inc.Sep 2019 to now
- Crescent Securities Group, Inc.Jul 2019 to now
- Lowell & Company IncJun 2018 to Sep 2019
- Prosperity BankMay 2017 to Jul 2018
- Raider RanchJan 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Crescent Advisor Group, Inc.
$344.4MAssets managed
228Clients
17Advisers
3 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
- 7100631
- Firm CRD
- 115974