Jonathon B Bolt

Current Employers

Crescent Advisor Group, Inc.

4975 Preston Park Blvd. Suite 820, Plano, TX 75093 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-09-13

TX RA
APPROVED

Since 2019-09-13

Branch Locations

6905 82Nd Street, Ste. 100, Lubbock, TX 79424 • United States

4975 Preston Park Blvd. Suite 820, Plano, TX 75093 • 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

Organization	City	State	From	To
Lowell & Company Inc	Lubbock	TX	06/2018	09/2019
Prosperity Bank	Lubbock	TX	05/2017	07/2018
Raider Ranch	Lubbock	TX	01/2015	12/2017
Crescent Advisor Group, Inc.	Dallas	TX	09/2019	Present
Crescent Securities Group, Inc.	Dallas	TX	07/2019	Present

06/2018 → 09/2019

Lowell & Company Inc

Lubbock, TX
05/2017 → 07/2018

Prosperity Bank

Lubbock, TX
01/2015 → 12/2017

Raider Ranch

Lubbock, TX
09/2019 → Present

Crescent Advisor Group, Inc.

Dallas, TX
07/2019 → Present

Crescent Securities Group, Inc.

Dallas, TX

Other Businesses

Sole Proprietor occasionally selling Life insurance. Less than one hour per month. Crescent Advisor Group, Inc. Investment related. 6905 82nd St. #100, Lubbock, TX 79424. Provide investment advice as a investment advisor representative. 9/2019. 40 hours/month, all during trading hours. Crescent Securities Group, Inc. Investment related. 4021 84th St. #100, Lubbock, TX 79423. Registered Representative. 7/2019. 160 hours/month, 120 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-08-14

S66 Uniform Combined State Law Examination

2019-08-14

Designations

View on SEC IAPD