Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Douglas Holmes is a registered investment advisor representative with Driven Investments LLC. Jack is currently registered as an investment advisor in Idaho and Utah. Jack has been in the financial services industry since 2021. Jack has a Series 65 license and holds the SIE certification. Jack specializes in financial planning, portfolio management for individuals, and selection of other advisors. Jack has experience with Wasatch Golf Course, Michael Sutter Company, and Driven Investments. Jack is based in LEHI, Utah.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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UT
04/08/2024 - Present
Driven Investments LLC (LEHI UT)
IA
Issued 03/06/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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