Unclaimed Profile

Jonathan Bouchlas

SOLIST WEALTH MANAGEMENT LLC·TAMPA, Florida

Series 7, Series 65, Series 66Clean record16 years registeredSOLIST 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 · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SOLIST WEALTH MANAGEMENT LLC

SOLIST WEALTH MANAGEMENT

Jan 2024 – Mar 2025

TAMPA, FL

OPPENHEIMER & CO. INC.

Mar 2010 – Sep 2010

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · March 12, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOLIST WEALTH MANAGEMENT LLC

CRD 329317 · SEC 801-129356

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by SOLIST WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SOLIST WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Bouchlas offer?

Jonathan Bouchlas specializes in Financial Planning, Investment Management.

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, last registered with SOLIST WEALTH MANAGEMENT LLC.

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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Michael Scott Rosenbach

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