Adviser and broker representative · Bolton Securities Corporation
Jason A. Andriano
CRD 5735468 · Bolton, MA
At a glance
Jason A. Andriano is an investment adviser representative with Bolton Securities Corporation in Bolton, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jason’s SEC record dates to 2010, about 16 years ago. Jason is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- Bolton Securities CorporationSince April 2024Bolton, MA · $8.3B in regulatory assets
- Dow Family Office Advisory, LLCSince June 2026Lakewood Ranch, FL · $0M in regulatory assets
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jason’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.