Advisor at Bolton Securities Corporation
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Firm
Bolton Securities Corporation
Location
Lakewood Ranch, FL 34202
Credentials
CFP®, Series 63, Series 66
Industry experience
8 years
Jason Andriano is a CFP®-certified financial advisor with eight years of industry experience. He is currently with Bolton Securities Corporation and has previously worked at firms including Fisher Investments, E*TRADE Securities LLC, The Vanguard Group, Inc., and Bullard McLeod & Associates. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s approach is IAR-driven, tailoring portfolios using a range of investment vehicles with a generally long-term orientation, while also offering tactical trading and rebalancing options.
Based on Bolton Securities Corporation
Based on Bolton Securities Corporation
Financial planning fees may be charged as a flat fee, amount negotiated with client.
Commissions may be charged on brokerage transactions; advisory clients generally pay asset-based fees but some advisors also receive commissions when acting as registered representatives.
Financial planning fees may be charged hourly up to $500 per hour.
Performance-based fees may be charged with qualified clients; specifics disclosed in advisory agreement.
8205 Nature's Way, Suite 219
Lakewood Ranch, FL 34202
Florida
Bolton Global Asset Management
2024 - Present (2 years)
Bolton Global Capital
2024 - Present (2 years)
UnEMPLOYED
2023 - 2024 (1 year)
Fisher Investments
2022 - 2023 (1 year)
Unemployed
2021 - 2022 (1 year)
E*TRADE Securities LLC
2021 - 2021 (1 year)
The Vanguard Group, Inc.
2018 - 2021 (3 years)
Unemployed
2018 - 2018 (1 year)
Bullard McLeod & Associates
2011 - 2018 (7 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Sarasota, FL
Retirement Money Management
Series 66
Sarasota, FL
Melberth Capital
CFP®, Series 63
Bradenton, FL
Summit Financial Advisors
Series 63, Series 65
Sarasota, FL
Insight Family Financial
Series 65
Sarasota, FL
DB Asset Management,LLC.
Series 63, Series 65
Sarasota, FL
Charitable Foundation Services LLC
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