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JL

Jason C. Llewellyn

HOLISTIC FINANCIAL PARTNERS
Indianapolis, IN 46256
Some features on this profile are disabled
CRD#: 4572238
JL

Professional summary

Jason Christopher Llewellyn is a registered financial advisor currently at HOLISTIC FINANCIAL PARTNERS, LLC located in Indianapolis, Indiana.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jason has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
9959 Investments, LLC - President - Non-Investment Related - LLC holds rental property for lease. Less than 5% of time per month devoted to 9959 Investments. None during trading hours. CDFA - Board Member - None during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Christopher Llewellyn's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 3, 2015 - Present

HOLISTIC FINANCIAL PARTNERS, LLC

Office #1: 9959 Crosspoint Boulevard, Indianapolis, IN 46256
RIA
CRD#: 170913
Indianapolis, IN
Past

September 29, 2009 - June 4, 2015

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
INDIANAPOLIS, IN
Past

September 19, 2008 - June 4, 2015

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
INDIANAPOLIS, IN
Past

August 9, 2006 - September 29, 2008

CG BROKERAGE L.L.C.

BD
CRD#: 112033
INDIANAPOLIS, IN
Past

July 2, 2004 - October 10, 2005

CAP PRO BROKERAGE SERVICES, INC.

BD
CRD#: 103953
COLUMBUS, OH
Past

August 6, 2002 - September 29, 2008

CLIFTON GUNDERSON WEALTH ADVISORS

RIA
CRD#: 111297
INDIANAPOLIS, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HF
HOLISTIC FINANCIAL PARTNERS, LLC
FELICE ADVISORS, LLC | HOLISTIC FINANCIAL PARTNERS, LLC

CRD#: 170913 / SEC#: 801-79580

RIA
Registered Investment Advisory firm - (4/17/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Indiana
(6/3/2015)
IAR
Texas
(8/17/2015)

Exams

State Security Law Exam
RR
Series 63
Date: 7/8/2004
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/1/2002
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/4/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/25/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/1/2004
Investment Company Products/Variable Contracts Representative Examination

Current Firm

HF
HOLISTIC FINANCIAL PARTNERS, LLC
FELICE ADVISORS, LLC | HOLISTIC FINANCIAL PARTNERS, LLC

CRD#: 170913 / SEC#: 801-79580

RIA
Registered Investment Advisory firm - (4/17/2014 Approved)
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Contact information

Main Address
9959 Crosspoint Boulevard, Indianapolis, IN 46256
Mailing Address
Phone number
(317) 550-3400
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HOLISTIC FINANCIAL PARTNERS WRAP FEE BROCHURE (3/19/2025)
HOLISTIC FINANCIAL PARTNERS BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts806
AUM (Assets Under Management)$ 377,971,272

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/19/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HOLISTIC FINANCIAL PARTNERS, LLC

CRD#: 170913Indianapolis, IN 46256

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