Jacob T. Holaday
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jacob Thomas Holaday, who also goes by Jake Holaday, was a registered financial professional .
Jacob is a previously registered financial professional and started their career in finance in 2023. Jacob had worked at 3 firms and has passed the Series 65 and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 9, 2025 - December 8, 2025
PALANTE WEALTH ADVISORS, LLC
September 19, 2023 - October 9, 2024
SIGNAL ADVISORS WEALTH, LLC
June 13, 2023 - September 20, 2023
AE WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PALANTE WEALTH ADVISORS, LLC
CRD#: 175298 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 335 |
| AUM (Assets Under Management) | $ 115,500,287 |
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.
