Ashley Marie Bolton
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Raymond James Financial Services Advisors, IncAug 2025 to now
- Raymond James Financial Services, IncJul 2023 to now
- UnemployedAug 2021 to Jun 2023
- Data Recognition CorporationMay 2021 to Jul 2021
- Huntington Learning Centers, Inc.Apr 2021 to May 2021
- UnemployedJul 2020 to Mar 2021
- Benjamin Stoddert Middle School-charles County Public SchoolsAug 2017 to Jun 2020
- Northampton Area High School-northampton Area School DistrictJan 2017 to Jun 2017
- Longhorn SteakhouseJul 2016 to Jan 2017
- Notre Dame High School-east StroudsburgNov 2013 to Feb 2017
- East Stroudsburg UniversityAug 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7787201
- Firm CRD
- 149018