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John Kenneth Holtkamp

JHP Wealth Management, LLC

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About John Kenneth Holtkamp

John Kenneth Holtkamp is a financial advisor registered with the state of Colorado and Texas. John Kenneth Holtkamp is associated with JHP Wealth Management, LLC, a firm that specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. John Kenneth Holtkamp has been in the financial industry for over 15 years. John Kenneth Holtkamp holds the Certified Financial Planner and Chartered Financial Analyst designations.

Firm Information

John Holtkamp is currently registered with JHP Wealth Management, LLC. JHP Wealth Management, LLC is an investment advisor registered with the SEC and located in Centennial, CO. The firm provides financial planning and portfolio management services for individuals and high net worth individuals. They have $172,685,867 in regulatory assets under management, with $139,536,682 in assets under management for high net worth individuals and $33,149,185 in assets under management for individuals other than high net worth individuals. The firm has 1 investment advisor representative. You can find more information about this firm on their website, https://linkedin.com/company/jhpwealth.
JHP Wealth Management, LLC

6500 S QUEBEC ST

CENTENNIAL, CO 80111

$172.69M

Assets Under Management

Not reported

Total Clients

1

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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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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percentage of assets

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

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John Holtkamp’s Registration & Firm History

CO

10/10/2018 - Present

JHP Wealth Management, LLC (CENTENNIAL CO)

CO

09/01/2009 - 09/26/2014

CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)

CA

06/01/2009 - 07/14/2009

MORGAN STANLEY SMITH BARNEY (SAN LUIS OBISPO CA)

CA

10/03/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (SAN LUIS OBISPO CA)

CA

01/01/2008 - 10/13/2008

WACHOVIA SECURITIES, LLC (ARROYO GRANDE CA)

CA

07/18/2005 - 01/03/2008

A. G. EDWARDS & SONS, INC. (ARROYO GRANDE CA)

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Licenses & Designations

BOTH

Issued 07/20/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/15/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Kenneth Holtkamp.
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