Unclaimed Profile

Jonathan Bouchlas

SOLIST WEALTH MANAGEMENT LLC·TAMPA, Florida

Clean recordSOLIST WEALTH MANAGEMENT LLC

2701 N ROCKY POINT DRIVE, TAMPA, FL 33607CRD# 5726645Firm CRD# 329317

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Bouchlas · TAMPA, FL

Registration

CRD #5726645 · SOLIST WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jonathan Bouchlas is a registered financial advisor based in TAMPA, Florida, affiliated with SOLIST WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SOLIST WEALTH MANAGEMENT LLC

SOLIST WEALTH MANAGEMENT

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at SOLIST WEALTH MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5726645

Firm CRD# 329317

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Bouchlas offer?

Jonathan Bouchlas specializes in Financial Planning, Investment Management. Contact their office in TAMPA, Florida for a consultation.

What are Jonathan Bouchlas's credentials?

Jonathan Bouchlas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Bouchlas located?

Jonathan Bouchlas is based in TAMPA, Florida, working with SOLIST WEALTH MANAGEMENT LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.

How does Jonathan Bouchlas charge for services?

Jonathan Bouchlas's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOLIST WEALTH MANAGEMENT LLC?

SOLIST WEALTH MANAGEMENT LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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