Jonathan B. Holt
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Benjamin Holt's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
April 10, 2023 - Present
INTEGRATED PLANNING & INVESTMENTS
Office #1: 1606 Clovis Ave., Clovis, CA 93612August 27, 2014 - April 10, 2023
PRINCIPAL SECURITIES, INC.
July 25, 2014 - April 10, 2023
PRINCIPAL SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/10/2023)
(4/12/2023)
Exams
Current Firm
INTEGRATED PLANNING & INVESTMENTS
CRD#: 325172 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 427 |
| AUM (Assets Under Management) | $ 107,000,000 |
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.
