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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Chad Holt is an investment professional with over 25 years of experience. Jason has worked in the financial services industry since 1995 and currently holds registrations with LPL Financial LLC in North Carolina and Texas. Jason also has experience with First Union Securities, Inc. in Missouri, First Union Brokerage Services, Inc. in North Carolina, and Dickinson & Co. in Iowa. Jason has a wide range of industry experience including financial planning, pension consulting, and portfolio management for both businesses and individuals. Jason specializes in working with high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth individuals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
05/10/2013 - Present
LPL Financial LLC (KANNAPOLIS NC)
MO
10/01/2000 - 03/06/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
12/12/1995 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
08/01/1995 - 10/16/1995
DICKINSON & CO. (DES MOINES IA)
IA
Issued 03/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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