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About
Jeff Bolling serves as Senior Vice President - Investments at B. Riley Wealth Management, where he leads Bolling Wealth Group, a client-focused practice providing customized wealth management solutions. With 28 years of experience, he specializes in comprehensive investment strategy, portfolio construction, and personalized financial planning for individuals and families.
Bolling's practice covers a broad range of asset classes, particularly focusing on equities, fixed income, and retirement solutions. He is noted for developing tailored financial plans that address complex needs, leveraging B. Riley's extensive research and resources to deliver value-driven outcomes for his clients.
Previously, Bolling was Vice President - Investments at UBS Financial Services Inc. and a Financial Advisor at Prudential Securities, gaining deep expertise across market cycles and client objectives. He holds a Bachelor's degree in Secondary Education and Teaching from Middle Tennessee State University, and is recognized for his commitment to helping clients achieve life goals through sound, value-aligned financial decisions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| B. Riley Wealth Management | Senior Vice President - Investments | Feb 2017 to Present | — |
| UBS Financial Services Inc. | Vice President - Investments | Mar 2001 to Feb 2017 | — |
| Prudential Securities | Financial Advisor | Jun 1997 to Mar 2001 | — |
Education
Middle Tennessee State University
Bachelor's degree, Secondary Education and Teaching
1986 — 1991
Skills & Expertise
Others at B. Riley Wealth Advisors, Inc. (29)
| Name | Role | Location |
|---|---|---|
 | Vice President, Investments | Chicago, IL , United States |
C Chad Veitch | Head Equity Trader | Boca Raton, FL , United States |
 | Senior Vice President, Investments | Chicago, IL , United States |
D Demy Jacob | Trading Associate | Edison, NJ , United States |
 | Senior Vice President, Investments | Fort Lauderdale, FL , United States |
E Eve Glatt | Senior Portfolio Manager | New York, NY , United States |
 | Vice President, Investments CFP® | Merrick, NY , United States |
 | Vice President, Investments | Westlake Village, CA , United States |
J Jesse Kohen | Associate | New York, NY , United States |
 | Senior Vice President - Investments | Nashville, TN , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Partner | Green Square Capital Advisors LLC | Memphis, TN , United States |
 | Portfolio Manager | Delta Asset Management Llc/tn | Memphis, TN , United States |
