Jason Michael Bolen

Employer firm

Allegheny Investments CRD 7597

$742M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  Cunningham Powell Alexander A.C.
  Morgantown, WV

Other Businesses

BLUE LAUREL, LLC, RESIDENTIAL RENTAL PROPERTY, MEMBER, NON INVESTMENT RELATED, STARTED 2016, 2 HR/MO, 0 HR/MO/TRADING, 6,000 ANNUAL COMP YELLOW BIRD RENTALS, LLC, RESIDENTIAL RENTAL PROPERTY, MEMBER, NON INVESTMENT RELATED, STARTED 2016, 2 HR/MO, 0 HR/MO/TRADING, $6,000 ANNUAL COMP COMPASS WOMEN'S CENTER, NON INVESTMENT RELATED, STARTED 2022, 2 HR/MO, 0 HR/MO/TRADING, NO ANNUAL COMP

Exams

• S66 Uniform Combined State Law Examination
  2016-12-21

Designations

• Certified Financial Planner