Jacob T. Holaday

PALANTE WEALTH ADVISORS

Pennington, NJ 08534

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CRD#: 7766476

Professional summary

Jacob Thomas Holaday, who also goes by Jake Holaday, is a registered financial advisor currently at PALANTE WEALTH ADVISORS, LLC located in Pennington, New Jersey.

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

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jake Holaday

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.

1.) Journey Wealth Strategies; Yes Investment Related; 1062 Highland Colony Pkwy, Suite 260, Ridgeland, MS 39157; Insurance Sales; Financial Advisor; START DATE: 6/2023; Approx. 10 hours a month; Approx. 5 hours during trading; Insurance Sales and Services. 2.) Westminster Academy; Non investment Related; 5601 N. Federal Hwy, Fort Lauderdale, FL 33308, Private School, Bible Teacher, Start Date: 6/2023: Approx. 00 hours a month; Approx. 00 hours during trading; Bible teacher at the school. No longer teach at school but receive prorated salary until 08/2023.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Thomas Holaday'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®

None

Experience

Current

January 9, 2025 - Present

PALANTE WEALTH ADVISORS, LLC

Office #1: 230 West Delaware Avenue, Pennington, NJ 08534

RIA

CRD#: 175298

Pennington, NJ

Past

September 19, 2023 - October 9, 2024

SIGNAL ADVISORS WEALTH, LLC

RIA

CRD#: 301086

Ridgeland, MS

Past

June 13, 2023 - September 20, 2023

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Ridgeland, MS

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

New Jersey
(1/9/2025)

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: 5/30/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 5/2/2023

Securities Industry Essentials Examination

Current Firm

PALANTE WEALTH ADVISORS, LLC

NEW JERSEY | PRIVATE CLIENT CAPITAL GROUP, LLC | PALANTE WEALTH ADVISORS, LLC

CRD#: 175298 / SEC#:

New Jersey

Registered Investment Advisory firm - (3/25/2015 Approved)

Pennsylvania

Registered Investment Advisory firm - (3/30/2015 Approved)

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Contact information

Main Address

230 West Delaware Avenue, Pennington, NJ 08534

Mailing Address

Phone number

(609) 476-9269

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	280
AUM (Assets Under Management)	$ 86,189,256

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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Jacob T. Holaday

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Thomas Holaday's CRS (Customer Relationship Summary).

Certified licenses

Experience

PALANTE WEALTH ADVISORS, LLC

SIGNAL ADVISORS WEALTH, LLC

AE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/30/2023

SIE

Date: 5/2/2023

Current Firm

PALANTE WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PALANTE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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