Jared M. Holt

ASCENT ADVISORS

MANKATO, MN 56001

Some features on this profile are disabled

CRD#: 6043458

Professional summary

Jared Michael Holt, who also goes by Jared Michael Holt, Jared M Holt, is a registered financial advisor currently at ASCENT ADVISORS located in Mankato, Minnesota.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jared has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jared Michael Holt | Jared M Holt

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Michael Holt'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

December 10, 2025 - Present

ASCENT ADVISORS

Office #1: 1600 Madison Avenue Suite 103, Mankato, MN 56001

RIA

CRD#: 335353

MANKATO, MN

Past

August 23, 2024 - December 12, 2025

OSAIC WEALTH, INC.

RIA

CRD#: 23131

MANKATO, MN

Past

August 23, 2024 - December 12, 2025

OSAIC WEALTH, INC.

CRD#: 23131

MANKATO, MN

Past

February 11, 2022 - August 23, 2024

TRIAD ADVISORS LLC

RIA

CRD#: 25803

MANKATO, MN

Past

June 7, 2021 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

MANKATO, MN

Past

April 26, 2017 - December 31, 2018

GRADIENT SECURITIES, LLC

RIA

CRD#: 127701

Mankato, MN

Past

April 26, 2017 - December 31, 2018

GRADIENT SECURITIES, LLC

CRD#: 127701

Mankato, MN

Past

October 24, 2013 - December 31, 2016

HARBOUR INVESTMENTS, INC.

RIA

CRD#: 19258

Mankato, MN

Past

April 11, 2013 - December 31, 2016

HARBOUR INVESTMENTS, INC.

CRD#: 19258

Mankato, MN

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

Minnesota
(12/10/2025)

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: 7/18/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/10/2013

General Securities Representative Examination

Current Firm

ASCENT ADVISORS

ASCENT ADVISORS | ASCENT FINANCIAL ADVISORS LLC | ASCENT FINANCIAL ADVISORS | ASCENT ADVISORS LLC

CRD#: 335353 / SEC#: 801-134543

RIA

Registered Investment Advisory firm - (12/3/2025 120-Day Approval)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1600 Madison Avenue Suite 103, Mankato, MN 56001

Mailing Address

Phone number

(952) 444-3100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - ASCENT ADVISORS (9/11/2025)

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.

Similar Advisors

Andrew Digirolamo

PFS INVESTMENTS INC.

Charlotte, NC

Daniel Braddock

ALMEGA WEALTH MANAGEMENT

IAR

Raliegh, NC

Joshua Carter

MML INVESTORS SERVICES, LLC

IAR

Conway, AR

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jared M. Holt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Michael Holt's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

TRIAD ADVISORS LLC

GRADIENT SECURITIES, LLC

GRADIENT SECURITIES, LLC

HARBOUR INVESTMENTS, INC.

HARBOUR INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/18/2013

SIE

Date: 10/1/2018

Series 7

Date: 4/10/2013

Current Firm

ASCENT ADVISORS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ASCENT ADVISORS

TRUST BUT VERIFY

Similar Advisors