Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Erlend Holand is an investment advisor representative with Beacon Global Advisor Network, LLC, registered in Texas. Jon Holand has been in the industry since at least 2006. Jon Holand's most recent registration with the state was in 2021. The investment advisor representative also holds a Series 65 license. Jon Holand specializes in providing financial planning and portfolio management services to individuals and businesses. Jon Holand is based out of Shanghai, China.
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.
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.
Percentage of qualified plan assets, solicitor fees
1
2
NA
03/31/2021 - Present
Beacon Global Advisor Network, LLC (Shanghai )
IA
Issued 03/31/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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