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Jonathan Bolston

Wilson Wealth Management Group, L. L. C.
10 Years of Experience
Missouri City, TX
View SEC Summary
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Jonathan Bolston is a registered investment advisor at Wilson Wealth Management Group, L. L. C., based in Missouri City, TX, with 10 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 487 clients with $51M in assets under management.

Wilson Wealth Management Group, L. L. C.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
487 clients
Average Client Portfolio
$104K average
Assets Under Management
$50.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and can be up to 2.00% annually. There are no breakpoints based on asset levels.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Missouri City, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jonathan is a certified contract advisor, certified to negotiate contracts for professional football athletes through the NFLPA. He works as an independent contractor affiliated with the International Sports Agency (ISA) and spends minimal time on this activity.

Employment History
Current Registrations
Wilson Wealth Management Group, L. L. C.
November 2025 - Present · 11 mos
Previous Registrations
Empower Financial Services, INC.Broker
May 2024 - November 2025 · 1 yr 6 mos
Empower Advisory Group, LLC
May 2024 - November 2025 · 1 yr 6 mos
Wilson Wealth Management Group, L. L. C.
April 2019 - April 2024 · 5 yrs
Bolston Financial
January 2019 - March 2019 · 2 mos
Bolston Financial
August 2016 - December 2018 · 2 yrs 4 mos
Edward Jones
February 2014 - September 2014 · 7 mos
Edward JonesBroker
January 2014 - September 2014 · 8 mos
State Registrations4 states
NCSCTNTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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