CCO · Tectonic Advisors LLC
Jeremy L. Bolf
CRD 5666828 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Tectonic Advisors LLC, an SEC-registered wealth manager based in Frisco, TX with $5.1 billion in regulatory assets, lists Jeremy L. Bolf on its Form ADV as CCO, a control person. The SEC filings also name Jeremy at 1 other registered adviser.
Firms and roles
- Tectonic Advisors LLCCCOWealth manager · Frisco, TX · $5.1B in regulatory assets
- Cain, Watters & Associates, LLCChief Compliance OfficerWealth manager · Frisco, TX · $5.0B in regulatory assets
AtlasMembers
Jeremy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (11)
- Steven B. ClappShareholder, Tectonic Advisors LLC
- Paul Douglas LyonsSenior Managing Director, Tectonic Advisors LLC
- Dan C. WickerShareholder, Tectonic Advisors LLC
- Toni H. LeeShareholder, Tectonic Advisors LLC
- Timothy B. GreavesShareholder, Tectonic Advisors LLC
6 more people named with Jeremy on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeremy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.