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Jason Bonn

Woodmont Investment Counsel, LLC

Nashville, TN

Austin, TX

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Current Employers
Woodmont Investment Counsel, Llc

3825 Bedford Ave Suite 202, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-11-26
TX RA APPROVED 2022-03-22
  • TN RA
    APPROVED
    Since 2024-11-26
  • TX RA
    APPROVED
    Since 2022-03-22

Branch Locations

3825 Bedford Ave Suite 202, Nashville, TN 37215 • United States

Austin, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chisholm Trail Financial Group Round Rock TX 04/2019 02/2022
Waddell & Reed Austin TX 10/2018 12/2018
Unemployed Austin TX 12/2018 04/2019
N/A San Diego CA 04/2017 05/2018
Bank Of America San Diego CA 05/2016 04/2017
N/A Austin TX 05/2018 10/2018
Lincoln Financial Securities Round Rock TX 10/2019 02/2022
Woodmont Investment Counsel, Llc Nashville TN 02/2022 Present
  • 04/2019 → 02/2022
    Chisholm Trail Financial Group
    Round Rock, TX
  • 10/2018 → 12/2018
    Waddell & Reed
    Austin, TX
  • 12/2018 → 04/2019
    Unemployed
    Austin, TX
  • 04/2017 → 05/2018
    N/A
    San Diego, CA
  • 05/2016 → 04/2017
    Bank Of America
    San Diego, CA
  • 05/2018 → 10/2018
    N/A
    Austin, TX
  • 10/2019 → 02/2022
    Lincoln Financial Securities
    Round Rock, TX
  • 02/2022 → Present
    Woodmont Investment Counsel, Llc
    Nashville, TN
Previous Registrations
  • 2020-07-06 → 2022-02-04
    Osaic Fs, Inc.
    Round Rock, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-01
  • S66 Uniform Combined State Law Examination
    2020-07-01
Designations

View on SEC IAPD

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Other Investors

JOHN STUART PIOVARCY
Robert Michael McMahan
Thaddeus B Corbin
HEATHER BARBOUR
CRYSTAL LYNN BEASTROM
JULIE G SANDBERG
JACKSON REESE MORAN
Hugh G Anderson

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
OSAIC WEALTH, INC. · NASHVILLE, TN
OCEAN PARK ASSET MANAGEMENT, LLC · Nashville, TN
U.S. BANCORP ADVISORS, LLC · Nashville, TN

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