James Bolan is an investment adviser representative (IAR) with state registration records since 2017, appearing at 3 firms. Currently registered with CITIZENS SECURITIES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| CITIZENS SECURITIES, INC. | 2023-09-21 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2018-12-04 | 2023-09-15 | — |
| CHARLES SCHWAB & CO., INC. | 2017-03-15 | 2018-11-28 | — |