Jonathan B. Holt
INTEGRATED PLANNING & INVESTMENTS
Clovis, CA 93612
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CRD#: 6349697
Professional summary
Jonathan Benjamin Holt, CFP® is a registered financial advisor currently at INTEGRATED PLANNING & INVESTMENTS located in Clovis, California.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jonathan has worked at 2 firms and has passed the Series 66, SIE 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.
***Fixed Insurance; Investment Related; ; LTC, Health; Sales; Start Date: ; na hrs per month; during trading hours.***Fixed Insurance; Investment Related; ; DI; Sales; Start Date: ; na hrs per month; during trading hours. ***Fresno Sunset Rotary; Not Investment Related; ; Board Member; ; Start Date: ; na hrs per month; during trading hours. ***Central California Society of Human Resource Management; Not Investment Related; ; Event Coordinator; ; Start Date: ; na hrs per month; during trading hours.***Fixed Insurance; Investment Related; 1350 E Spruce Ave, Fresno, CA 93720; Life, Annuities; sales; Start Date: 12/04/2017; 3 hrs per month; 3 during trading hours.***Rental Property; Not Investment Related; Clovis, CA; Co-owner; Co-owner of rental property; Start Date: 04/01/2019; 2 hrs per month; 0 during trading hours. ***Rental Property; Not Investment Related; ; Rental Property; rental property management; Start Date: 03/01/2019; 2 hrs per month; 3 during trading hours. ***United for the Future; Not Investment Related; Fresno, CA; Secretary; Take notes during meetings, help develop direction of the organization; Start Date: 01/01/2019; 2 hrs per month; 2 during trading hours. ***Financial Planning Association; Not Investment Related; Fresno, CA; Board Member; Help guide direction of organization, help get speakers for quarterly luncheon, recruit new members, offer advice/insight on the most appropriate general direction of local chapter. No check writing capabilities, investment discussions, or handling of funds.; Start Date: 01/01/2020; 3 hrs per month; 3 during trading hours. ***Partner/Tax Advisor; Integrated CPA Group LLP; not investment related; Clovis, CA; 04/2023; 5 hrs/mo; 0 during trading hours. POSITION: Jonathan Holt NATURE: Real Estate Sales/Broker INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: 673 Quincy Ave, Clovis CA 93619, United States DESCRIPTION: Real Estate salesperson license
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Benjamin Holt's 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®
Start date: 2018
Experience
Current
April 10, 2023 - Present
INTEGRATED PLANNING & INVESTMENTS
Office #1: 1606 Clovis Ave., Clovis, CA 93612RIA
CRD#: 325172
Clovis, CA
Past
August 27, 2014 - April 10, 2023
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
Fresno, CA
Past
July 25, 2014 - April 10, 2023
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
Fresno, CA
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
California(4/10/2023)
IAR
Texas(4/12/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IP
INTEGRATED PLANNING & INVESTMENTS
INTEGRATED PLANNING & INVESTMENTS
CRD#: 325172 / SEC#:
California
Registered Investment Advisory firm - (4/10/2023 Approved)Texas
Registered Investment Advisory firm - (4/12/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1606 Clovis Ave., Clovis, CA 93612
Mailing Address
Phone number
(559) 472-3656
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 395 |
| AUM (Assets Under Management) | $ 86,000,000 |
Red Flags
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