John K. Holtkamp

JHP WEALTH MANAGEMENT

Highlands Ranch, CO

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CRD#: 4961854

Professional summary

John Kenneth Holtkamp, CFP® is a registered financial advisor currently at JHP WEALTH MANAGEMENT, LLC located in Highlands Ranch, Colorado.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. John has worked at 9 firms and has passed the Series 66 and Series 7 exams.

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.

07/2018- JHP WEALTH MANAGEMENT- REGISTERED INVESTMENT ADVISORY FIRM. MANAGING MEMBER AND INVESTMENT ADVISER REPRESENTATIVE. 160 HOURS / MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Kenneth Holtkamp'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®

CFP^®

Certified Financial Planner

Experience

Current

October 10, 2018 - Present

JHP WEALTH MANAGEMENT, LLC

RIA

CRD#: 298784

Highlands Ranch, CO

Past

November 25, 2020 - October 31, 2023

COREX PORTFOLIOS, LLC

RIA

CRD#: 310870

LONE TREE, CO

Past

October 7, 2014 - October 23, 2018

PRIVATE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 165306

DENVER, CO

Past

January 3, 2012 - September 26, 2014

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

ENGLEWOOD, CO

Past

September 2, 2009 - December 31, 2011

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

ENGLEWOOD, CO

Past

September 1, 2009 - September 26, 2014

CHARLES SCHWAB & CO., INC.

CRD#: 5393

ENGLEWOOD, CO

Past

June 1, 2009 - July 14, 2009

MORGAN STANLEY

RIA

CRD#: 149777

SAN LUIS OBISPO, CA

Past

June 1, 2009 - July 14, 2009

MORGAN STANLEY

CRD#: 149777

SAN LUIS OBISPO, CA

Past

October 6, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

SAN LUIS OBISPO, CA

Past

October 3, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

SAN LUIS OBISPO, CA

Past

January 1, 2008 - October 13, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ARROYO GRANDE, CA

Past

January 1, 2008 - October 13, 2008

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ARROYO GRANDE, CA

Past

July 21, 2005 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

ARROYO GRANDE, CA

Past

July 18, 2005 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

ARROYO GRANDE, CA

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".

JHP WEALTH MANAGEMENT, LLC

CRD#: 298784 / SEC#: 801-119280

RIA

Registered Investment Advisory firm - (8/14/2020 Approved)

California

Registered Investment Advisory firm - (9/16/2020 Terminated)

Colorado

Registered Investment Advisory firm - (8/18/2020 Terminated)

Texas

Registered Investment Advisory firm - (8/17/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Colorado
(10/10/2018)

IAR

Texas
(10/10/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/20/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/15/2005

General Securities Representative Examination

Current Firm

JHP WEALTH MANAGEMENT, LLC

CRD#: 298784 / SEC#: 801-119280

RIA

Registered Investment Advisory firm - (8/14/2020 Approved)

California

Registered Investment Advisory firm - (9/16/2020 Terminated)

Colorado

Registered Investment Advisory firm - (8/18/2020 Terminated)

Texas

Registered Investment Advisory firm - (8/17/2020 Terminated)

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Contact information

Main Address

6500 S Quebec St #215, Centennial, CO 80111

Mailing Address

Phone number

(720) 580-0597

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (2/28/2025)

Regulatory assets under management

Total Number of Accounts	345
AUM (Assets Under Management)	$ 192,137,442

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.

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Firm Stability Insights

John K. Holtkamp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Kenneth Holtkamp's CRS (Customer Relationship Summary).

Certified licenses

Experience

COREX PORTFOLIOS, LLC

PRIVATE CAPITAL MANAGEMENT, LLC

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

JHP WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/20/2005

Series 7

Date: 7/15/2005

Current Firm

JHP WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JHP WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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