Jeffrey Key Golson

Current Employers

Employment History

• 09/1989 → Present
  Graham, Bordelon & Company, Inc.
  Monroe, LA
• 12/1998 → 08/2024
  Triad Advisors, Inc.
  Monroe, LA
• 01/1999 → Present
  Entrust Investemnt Management, Llc
  Monroe, LA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Monroe, LA

Previous Registrations

• 2011-06-20 → 2025-03-21
  Entrust Investment Management Llc
  Monroe, LA

Other Businesses

1)Graham, Bordelon, Golson & Gilbert,Inc.; INVESTMENT RELATED; 2401 TOWER DRIVE, MONROE, LA 71201; RIA; PARTNER; 1989; 100 HRS/MONTH; 5 HR/DAY; COMPENSATION-SALARY AND PROFIT DISTRIBUTION; INVESTMENT ADVISOR. 2- GRAHAM & BORDELON PARTNERSHIP; INVESTMENT RELATED; 2401 TOWER DRIVE, MONROE, LA 71201; INVESTMENT AND INSURANCE COMMISSIONS; PARTNER; 1989; 8- HRS/MONTH; 4 HRS/DAY; COMPENSATION-PROFIT DISTRIBUTIONS; INVESTMENT SERVICES. 3-ENTRUST INVESTMENT ADVISORY LLC; INVESTMENT RELATED; 2401 TOWER DRIVE, MONROE, LA 71201; RIA; MEMBER, REPRESENTATIVE; JULY 1, 2000; 20 HRS/MONTH; 1 HR/DAY; COMPENSATION-PROFIT DISTRIBUTIONS; INVESTMENT ADVISOR. 4-G.B.G PROPERTIES LLC; NON- INVESTMENT RELATED; 2401 TOWER DRIVE, MONROE, LA 71201; OFFICE RENTAL; MEMBER; 2004; 2 HRS/MONTH; <1HR/DAY; COMPENSATION-DISTRIBUTIONS; OFFICE BUILDING RENTAL. 5-INSURANCE; INVESTMENT RELATED; 2401 TOWER DRIVE, MONROE, LA 71201; APPOINTMENT WITH VARIOUS INSURANCE COMPANIES; AGENT; 1989; 4 HRS/MONTH; ¼ HR/DAY; COMPENSATION-VARIES, PAID THROUGH GRAHAM, BORDELON PARTNERSHIP; INSURANCE SALES/SERVICE. 6)Farm land;not investment related;2808 Pargoud Blvd,Monroe,LA 71201;farm land rental;owner;2013;1 hr/month;0 hrs during trading;discussion w/farmer,visit farm

Exams

• S66 Uniform Combined State Law Examination
  2016-06-27
• S63 Uniform Securities Agent State Law Examination
  2000-06-28

Other Names

• Jeff Golson