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Jonathan Holding

Invesco Distributors, Inc.

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About Jonathan Holding

Jonathan Holding is a financial professional with over 5 years of experience in the industry. Jonathan is currently registered with Invesco Distributors, Inc. Jonathan previously worked with DWS DISTRIBUTORS, INC. Jonathan holds the Series 7, Series 24, and SIE licenses. Jonathan is currently registered with FINRA.

Firm Information

Jonathan Holding is currently registered with Invesco Distributors, Inc.. Invesco Distributors, Inc. is a Corporation formed in November 1976. They are registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

221

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.

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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Jonathan Holding’s Registration & Firm History

NY

07/25/2018 - Present

Invesco Distributors, Inc. (NEW YORK NY)

NY

05/26/2016 - 07/20/2018

DWS DISTRIBUTORS, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/09/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Holding.
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