Jacob M. Holman
Professional summary
Jacob Michael Holman, who also goes by Jake Holman, is a registered financial professional currently at DALMORE GROUP LLC located in Los Angeles, California.
Jacob is registered as a RR (Registered Representative) and started their career in finance in 2020. Jacob has worked at 5 firms and has passed the Series 66, Series 99TO, Series 7TO, SIE and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jacob Michael Holman's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 25, 2025 - Present
DALMORE GROUP LLC
November 2, 2022 - September 27, 2023
MORGAN STANLEY
November 2, 2022 - September 27, 2023
MORGAN STANLEY
August 9, 2022 - September 9, 2022
FORIS CAPITAL US LLC
September 9, 2021 - August 18, 2022
FSAM LLC
October 8, 2020 - August 18, 2022
FIRST SOUTHERN, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
(8/7/2025)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 7TO
Date: 10/8/2020
General Securities Representative ExaminationFINRA
Current Firm
DALMORE GROUP LLC
CRD#: 136352 / SEC#: , 8-67002
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 2 |
Red Flags
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