Wealth Manager
Current
Nov 2020 - Present
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Jon Bolt Email & Phone Number
Wealth Manager at Castle Financial
at
Castle Financial
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Manager at Castle Financial
Location
Lubbock, Texas, United States
Company size
Who is Jon Bolt? Overview
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Quick answer
Jon Bolt is listed as Wealth Manager at Castle Financial at Castle Financial, a company with 4 employees, based in Lubbock, Texas, United States. AeroLeads shows a matched LinkedIn profile for Jon Bolt.
Jon Bolt previously worked as Wealth Manager at Castle Financial and Associate Financial Planner at Lowell Wealth Management, Inc.. Jon Bolt holds Bachelor Of Science - Bs, Business And Personal/Financial Services Marketing Operations from Texas Tech University College Of Human Sciences.
Company email context
Email format at Castle Financial
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Castle Financial
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Profile bio
About Jon Bolt
I am currently a Wealth Manager for Castle Financial in Lubbock, TX. I hold the FINRA Series 7 and 66, as well as the Texas Life and Health Insurance Licenses. I gained all of these licenses while attending Texas Tech’s Personal Financial Planning program and working full time as a Paraplanner at Lowell Wealth Management.
Current workplace
Jon Bolt's current company
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Castle Financial
3 roles
Jon Bolt work experience
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Associate Financial Planner
Current
Jun 2018 - Present
Bank Teller
Prosperity Bank
May 2017 - Jul 2018
2 education records
Jon Bolt education
Bachelor Of Science - Bs, Business And Personal/Financial Services Marketing Operations
Banking, Corporate, Finance, And Securities Law
FAQ
Frequently asked questions about Jon Bolt
Quick answers generated from the profile data available on this page.
What company does Jon Bolt work for?
Jon Bolt works for Castle Financial.
What is Jon Bolt's role at Castle Financial?
Jon Bolt is listed as Wealth Manager at Castle Financial at Castle Financial.
Where is Jon Bolt based?
Jon Bolt is based in Lubbock, Texas, United States while working with Castle Financial.
What companies has Jon Bolt worked for?
Jon Bolt has worked for Castle Financial, Lowell Wealth Management, Inc., and Prosperity Bank.
Who are Jon Bolt's colleagues at Castle Financial?
Jon Bolt's colleagues at Castle Financial include Jenny Pérez and Stephanie Garcia.
How can I contact Jon Bolt?
You can use AeroLeads to view verified contact signals for Jon Bolt at Castle Financial, including work email, phone, and LinkedIn data when available.
What schools did Jon Bolt attend?
Jon Bolt holds Bachelor Of Science - Bs, Business And Personal/Financial Services Marketing Operations from Texas Tech University College Of Human Sciences.
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