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Jason Scott Holsclaw

Stephens

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About Jason Scott Holsclaw

Jason Holsclaw is a registered representative with Stephens, a firm that has been serving clients for over 80 years. Jason has been in the industry since July 2012 and specializes in providing a variety of financial services to individuals, corporations, and institutions. He is licensed to sell securities in Arkansas, California, Kentucky, Louisiana, Mississippi and Missouri. Jason's experience includes providing investment advice, portfolio management, and financial planning services. He is also a registered principal and is qualified to provide municipal securities advice.

Firm Information

Jason Holsclaw is currently registered with Stephens. Stephens is a Corporation headquartered in LITTLE ROCK, AR, United States. Founded in 1987, the firm provides a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. Stephens has a strong track record of success with over $14.7 billion in regulatory assets under management and a diverse client base. The firm also operates a wrap fee program and has a strong presence across the United States.
Stephens

111 CENTER ST

LITTLE ROCK, AR 72201

$14.78B

Assets Under Management

180

Total Clients

495

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jason Holsclaw’s Registration & Firm History

AR

07/06/2012 - Present

Stephens (LITTLE ROCK AR)

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Licenses & Designations

BC

Issued 05/30/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/2021

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/20/2020

Series 54 - Municipal Advisor Principal Qualification Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2016

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 07/05/2012

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jason Scott Holsclaw.
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