Jackson S Smith
Investment Adviser Representative at Bolton Global Asset Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jackson S. Smith is an investment adviser representative with Bolton Global Asset Management in Houston, TX, where they have been registered since 2026. They have worked in the securities industry since 2022 and have been registered with 4 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Raymond James & Associates, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Proffitt & Goodson Inc.Dec 2021 – Feb 2023Knoxville, TN
- Proffitt & Goodson Inc.Jan 2021 – Dec 2021Knoxville, TN
- University of IowaAug 2018 – Dec 2019Iowa City, IA
- UBSMay 2018 – Aug 2018Knoxville, TN
- Houston AstrosJun 2017 – Jul 2017Houston, TX
- University of TennesseeAug 2013 – May 2017Knoxville, TN
- UnemployedAug 2017 – Apr 2018Knoxville, TN
- UnemployedJan 2020 – Dec 2020Knoxville, TN
- Raymond James & AssociatesMar 2023 – Feb 2025Knoxville, TN
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2025 – Sep 2025Knoxville, TN
- Bank of America, N.A.Apr 2025 – Sep 2025Knoxville, TN
- Bolton Global CapitalJul 2026 – no end date reportedBolton, MA
- RoverOct 2025 – Jun 2026Knoxville, TN
- Bolton Global Asset ManagementJul 2026 – no end date reportedBolton, MA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Bolton Global Asset Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 149
- Offices listed on AdvisorFinder:
- 16
- Main office:
- Bolton, MA
- SEC file number:
- 801-66962
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Bolton Global Asset Management
Showing 12 of 149 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jackson S Smith has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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