This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BOLTON GLOBAL ASSET MANAGEMENT

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Mar 12, 2022

First registration

Mar 14, 2022

Dual registered

yes, broker-dealer

Other names

Jack Smith|Jackson Scott Smith

IAPD individual key

6946076

• Occurred

  Sep 29, 2025
  Advisor changed firm

  Jackson S Smith left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Bolton Global Asset Management (registered 2026-07-14)

  Form ADVobserved 4 days ago
• Occurred

  Feb 5, 2025
  Advisor changed firm

  Jackson S Smith left Raymond James & Associates, Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2025-02-03)

  Form ADVobserved 4 days ago
• Occurred

  Jun 5, 2023
  Advisor changed firm

  Jackson S Smith left Proffitt & Goodson Inc. for Raymond James & Associates, Inc. (registered 2023-05-31)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2ec99ea6-b601-7c13-c1f9-de72809fbc22

First observed

Mar 14, 2022

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.