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Jeffrey N Bolling

B. Riley Wealth Advisors, Inc.

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About Jeffrey N Bolling

Jeffrey Bolling is a financial advisor with B. Riley Wealth Advisors, Inc. Jeffrey has been in the financial services industry since 1998. Jeffrey is registered to provide investment advice and securities services in over 20 states. Jeffrey holds Series 7, Series 31, Series 63, and Series 65 licenses.

Firm Information

Jeffrey Bolling is currently registered with B. Riley Wealth Advisors, Inc.. B. Riley Wealth Advisors, Inc. is a financial advisory firm with approximately $7.64 billion in regulatory assets under management. The firm offers financial planning, pension consulting, and educational seminars, and it provides portfolio management for individuals, businesses, and other investment advisers. The firm serves a variety of client types, including high-net-worth individuals, corporations, and pension and profit-sharing plans. B. Riley Wealth Advisors, Inc. is headquartered in Memphis, Tennessee.
B. Riley Wealth Advisors, Inc.

40 S. MAIN ST.

MEMPHIS, TN 38103

$7.65B

Assets Under Management

40

Total Clients

338

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Bolling’s Registration & Firm History

TN

08/19/2022 - Present

B. Riley Wealth Advisors, Inc. (Murfeesboro TN)

TN

03/09/2001 - 02/14/2017

UBS FINANCIAL SERVICES INC. (NASHVILLE TN)

NY

08/27/1998 - 03/12/2001

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/17/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/08/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 08/26/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey N Bolling.
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