Unclaimed
Tyler Bolton is a financial advisor with Edward Jones. Tyler has been a financial advisor for over 5 years and holds the Series 7, Series 66 and SIE licenses. Tyler has earned a bachelor's degree in Business Administration from the University of Tennessee at Martin. Tyler is passionate about helping clients achieve their financial goals and provides comprehensive financial planning services. In addition to traditional investment management, Tyler specializes in retirement planning, college savings planning, and estate planning. Tyler is a member of the National Association of Personal Financial Advisors (NAPFA).
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TN
09/07/2022 - Present
Edward Jones (Union City TN)
BOTH
Issued 01/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/20/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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