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Jo-ann Emerick Holst

Royal Fund Management, LLC

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About Jo-ann Emerick Holst

Jo-ann Holst is a Registered Investment Advisor Representative and is an active member of the financial industry. She specializes in financial planning, portfolio management, and selection of other advisers. Jo-ann Holst currently works at Royal Fund Management, LLC and has been with the firm since May 2013. Before this, Jo-ann Holst worked at Broker Dealer Financial Services Corp. and Intersecurities, Inc. Jo-ann Holst is a Certified Financial Planner.

Firm Information

Jo-ann Holst is currently registered with Royal Fund Management, LLC. Royal Fund Management, LLC is a registered investment advisor based in LADY LAKE, FL. They offer advisory services in portfolio management for individuals and businesses, as well as financial planning and selection of other advisors. They primarily serve individuals (both high-net-worth and other), corporations, and businesses. They do not have a wrap fee program. They have approximately 11,583 clients with $1,361,849,417 in regulatory assets under management.
Royal Fund Management, LLC

1515 BUENOS AIRES BLVD

LADY LAKE, FL 32159

$1.36B

Assets Under Management

6

Total Clients

78

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisor to other advisers

Sub-advisor to other advisers

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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percentage of assets

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

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Jo-ann Holst’s Registration & Firm History

CO

11/18/2020 - Present

Royal Fund Management, LLC (Lakewood CO)

CO

08/12/2008 - 11/20/2008

BROKER DEALER FINANCIAL SERVICES CORP. (LITTLETON CO)

CO

08/03/2004 - 08/18/2008

INTERSECURITIES, INC. (LITTLETON CO)

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Licenses & Designations

IA

Issued 01/31/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/10/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2005

Series 7 - General Securities Representative Examination

BC

Issued 08/02/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/08/1996

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jo-ann Emerick Holst.
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