Dedicated to Providing Personalized Financial Solutions

Jonathan Bouchlas, based in Tampa, FL, US, is currently a Loan Originator for Bay to Bay Lending as well as a Managing Director at Solist Wealth Management.

Jonathan Bouchlas, J.D., serves as the Chief Compliance Officer (CCO) and Managing Director of Private Banking and Credit Solutions at Solist Financial, a wealth management firm based in Tampa, Florida. In his role, he oversees compliance and directs private banking and credit services, ensuring clients receive tailored financial solutions.

With over a decade of experience in the financial services industry, Jonathan has developed a comprehensive understanding of investment strategies, regulatory compliance, and client relationship management. His legal background, holding a Juris Doctor degree, enhances his ability to navigate complex financial regulations and provide informed guidance to clients.

Jonathan is a registered investment adviser representative with Solist Wealth Management LLC, operating from their Tampa office. His commitment to upholding the highest standards of compliance and ethical practices is evident in his leadership at Solist Financial.

Beyond his professional endeavors, Jonathan is actively involved in his community and maintains a presence on social media platforms, including Facebook, where he connects with peers and stays engaged with industry developments.

Jonathan’s dedication to providing personalized financial solutions and his extensive experience in the industry make him a valuable asset to Bay to Bay Lending and its clients.