Jeffrey Golson has been President of Graham, Bordelon, Golson & Gilbert since July 2013, is a control person of the firm and directly owns between 25% and 50% of it. Jeffrey Golson holds a Degree in finance from the University of Louisiana at Monroe.
Graham, Bordelon, Golson & Gilbert, Inc. is a Monroe, LA firm with $421M under management, 207 clients and 4 advisers in one office, as of its March 2026 filing.
Jeff Golson is Partner of Graham, Bordelon, Golson, & Gilbert, Inc., based in Monroe, LA. He has over 37 years of investment management experience and became a partner in the firm in 2000.
Jeffrey Golson’s longest registration is the current one, 19 years at Graham, Bordelon, Golson & Gilbert since 2007.
- Entrust Investment Management LLC– · 13 yearsMonroe, LA · Adviser representative · Firm CRD 111283
- – present · 19 yearsMonroe, LA · Adviser representative · Firm CRD 104612
Investment adviser representative registrations
Jeffrey Golson is registered as an investment adviser representative in Louisiana, since February 2007.
- LouisianaSince 27 February 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 June 2016 |
| Series 24 | General Securities Principal Examination | 29 June 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 June 2000 |
| Series 7 | General Securities Representative Examination | 18 February 1986 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Key Golson
- CRD
- 1457878
- Firm
- Graham, Bordelon, Golson & Gilbert · CRD 104612
- Role
- President
- Office
- 2401 TOWER DRIVE, Monroe, LA 71201
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 1986
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- gbggwealth.com
Where does Jeffrey Golson work?
Jeffrey Golson has been President of Graham, Bordelon, Golson & Gilbert, Inc. since July 2013, and is a control person of the firm.
Is Jeffrey Golson a financial advisor?
Yes. Jeffrey Golson has a current investment-adviser registration in Louisiana, through Graham, Bordelon, Golson & Gilbert since February 2007.
How many years of experience does Jeffrey Golson have?
Jeffrey Golson has 40 years in the financial industry, since February 1986, across 2 adviser firms.
What exams has Jeffrey Golson passed?
Jeffrey Golson has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 66. The earliest, the Series 7, was passed in February 1986. FINRA credited Jeffrey Golson with the SIE, which began in October 2018.
Where is Jeffrey Golson based?
Jeffrey Golson’s registered office is in Monroe, LA.
Is Jeffrey Golson registered with FINRA?
Yes. Jeffrey Golson has a current broker registration, under CRD 1457878.
Source: FINRA BrokerCheck
How can I verify Jeffrey Golson’s record?
Search CRD 1457878 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Golson’s full registration record.