Matthew Bolton
Matthew Bolton is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vicksburg, MI, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
625 W Prairie St, Vicksburg, MI, 49097
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew owns a rental condo unit and is a partner in a rental building for the RJFS branch, dedicating minimal time to these activities. He is also an independent contractor and co-founder/owner of Highland Financial Group, spending about half his time as a financial planner/wealth manager, and is an officer of M Genesis, LLC, a pass-through company for his compensation, spending about 10-20% of his time on this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations16 states
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