Unclaimed Profile

Jeffrey Key Golson

ENTRUST INVESTMENT MANAGEMENT LLC·MONROE, Louisiana

SIE, Series 7, Series 24, Series 63, Series 6619 years registeredENTRUST INVESTMENT MANAGEMENT LLC

2401 TOWER DRIVE, MONROE, LA 71201CRD# 1457878Firm CRD# 111283

Profile Verification

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

Identity

Jeffrey Key Golson · MONROE, LA

Registration

CRD #1457878 · ENTRUST INVESTMENT MANAGEMENT LLC · 19 years registered

Brand Profile

Not yet started

Career History

GRAHAM, BORDELON, GOLSON & GILBERT, INC.

Feb 2007 – present

ENTRUST INVESTMENT MANAGEMENT LLC

Jun 2011 – Mar 2025

MONROE, LA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · February 27, 2007

Years registered · 19

Disclosure History

1991Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ENTRUST INVESTMENT MANAGEMENT LLC

CRD 111283 · SEC 801-56888

AUM

$13M

Regulatory assets under management

Employees

20 client accounts

Services offered by ENTRUST INVESTMENT MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ENTRUST INVESTMENT MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Key Golson offer?

Jeffrey Key Golson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MONROE, Louisiana for a consultation.

What are Jeffrey Key Golson's credentials?

Jeffrey Key Golson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Key Golson located?

Jeffrey Key Golson is based in MONROE, Louisiana, working with ENTRUST INVESTMENT MANAGEMENT LLC. Their office serves clients in the MONROE metropolitan area and surrounding communities.

How does Jeffrey Key Golson charge for services?

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

How large is ENTRUST INVESTMENT MANAGEMENT LLC?

ENTRUST INVESTMENT MANAGEMENT LLC has approximately 4 employees and manages $13M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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