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Coulter, Jackson & Bobanic, LLC.
Your Financial Services and Technology Resource Partner

The history of Coulter, Jackson & Bobanic, LLC. is built upon a tradition of service, technical expertise, and innovative thinking to meet the needs of a rapidly changing world. The experience and academic credentials of our partners and staff provide our clients with the expertise of larger firms, while our commitment to superior customer service offers a personal, one-on-one approach.

We invite you to meet our staff.

 


Eric Coulter
Partner
12 years of experience working with companies, designing and implementing accounting systems, and ensuring compliance with GAAP and IRS rules and regulations.
Education
Bachelor of Science - University of Florida
Bachelor of Science - University of South Florida
Master of Accountancy - University of South Florida
 
David Jackson
Partner
13 years of experience in public accounting in the fields of Audit & Tax compliance.
Education
Bachelor of Business Administration - University of Texas at Austin
Bachelor of Business Administration – East Tennessee State University
Master of Accountancy - East Tennessee State University
 
Tim Bobanic
Partner
8 years of experience as Director of MIS for a $60M/year staffing company with 30 branch offices located in the Southeastern United States.
Education
Bachelor of Science - University of South Florida
 

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC.

Investment advisory services, including fee based asset management accounts held through NFS, LLC, are offered through 1st Global Advisors, Inc. All other financial planning services are offered through Kindred Wealth Management, LLC. Kindred Wealth Management, LLC, a Registered Investment Adviser, and 1st Global Capital Corp. are unaffiliated entities.

We have individuals registered to offer securities in the states of Florida, Tennessee and Virginia. This is not an offer to sell any security in any other jurisdiction.