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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Christopher Holt is a registered Investment Advisor Representative in California. Jonathan is associated with Corient, located in Menlo Park, California. Jonathan is a seasoned financial professional, having worked in the financial services industry since 2014. Jonathan has a wide range of experience, including roles at Russell Investments, TCW, and UCLA Recreation. Jonathan has a strong educational background, having attended Garfield High School and the University of California, Los Angeles. Jonathan specializes in providing investment advice to individuals, corporations, and other businesses, including pensions and profit-sharing plans, charitable organizations, insurance companies, and pooled investment vehicles. Jonathan holds the Series 65 license and is currently registered with the state of California.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
CA
08/28/2024 - Present
Corient (Menlo Park CA)
IA
Issued 08/28/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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