Jameson A. Holehouse

DESTINY CAPITAL

DETROIT LAKES, MN

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CRD#: 7685428

Professional summary

Jameson Alexander Holehouse is a registered financial advisor currently at DESTINY CAPITAL CORPORATION located in Detroit Lakes, Minnesota.

Jameson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jameson has worked at 3 firms and has passed the Series 65 and SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jameson Alexander Holehouse'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

May 14, 2025 - Present

DESTINY CAPITAL CORPORATION

RIA

CRD#: 111196

DETROIT LAKES, MN

Past

April 1, 2024 - April 1, 2025

SECURE ASSET MANAGEMENT, L.L.C.

RIA

CRD#: 144046

Fargo, ND

Past

January 18, 2023 - March 31, 2025

FINANCIAL STRATEGIES GROUP

RIA

CRD#: 122030

FARGO, ND

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".

DESTINY CAPITAL CORPORATION

DESTINY CAPITAL | ENTREPRENEUR ALIGNED | DESTINY CAPITAL CORPORATION | DESTINY CAPITAL CORP

CRD#: 111196 / SEC#: 801-33822

RIA

Registered Investment Advisory firm - (2/10/1989 Approved)

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
(5/14/2025)

IAR

Minnesota
(5/15/2025)

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 65

Date: 9/27/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 1/11/2022

Securities Industry Essentials Examination

Current Firm

DESTINY CAPITAL CORPORATION

DESTINY CAPITAL | ENTREPRENEUR ALIGNED | DESTINY CAPITAL CORPORATION | DESTINY CAPITAL CORP

CRD#: 111196 / SEC#: 801-33822

RIA

Registered Investment Advisory firm - (2/10/1989 Approved)

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Contact information

Main Address

1800 Wazee Street Suite 300, Denver, CO 80202

Mailing Address

Phone number

(720) 715-7570

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (9/4/2025)

Regulatory assets under management

Total Number of Accounts	756
AUM (Assets Under Management)	$ 333,286,347

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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Jameson A. Holehouse

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jameson Alexander Holehouse's CRS (Customer Relationship Summary).

Certified licenses

Experience

DESTINY CAPITAL CORPORATION

SECURE ASSET MANAGEMENT, L.L.C.

FINANCIAL STRATEGIES GROUP

Primary Firm SEC Registration

DESTINY CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 9/27/2022

SIE

Date: 1/11/2022

Current Firm

DESTINY CAPITAL CORPORATION

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DESTINY CAPITAL CORPORATION

TRUST BUT VERIFY

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