Jon
Holden

Kestra Advisory Services, LLC

CRD#248356
Investment Advisor
in Bloomington, IN

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About this Advisor

Jon Holden is a chartered financial consultant who works out of Bloomington, Indiana with 7 years of relevant experience. Holden is an advisor for Kestra Advisory Services, LLC. Throughout their career, Holden has worked at John Holden Associates, Inc, New England Life, Nfp Advisor Services, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Holden holds a Series 63 license, which qualifies them as a securities representative, and is approved to work in Indiana. Kestra Advisory Services, LLC is an advisory company that has its headquarters in Austin, TX. It has offices in 544 locations and a total of 1,311 financial advisors. It controls $42 billion in assets under management among its 140,407 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 132 charitable organizations. Of its 140,407 accounts, 17% are held by high-net-worth investors who have at least $1 million in assets available to invest. Kestra Advisory Services, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice largely vary depending on which services the firm provides the client. However, fees billed by Kestra Advisory Services, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

631 N. Walnut
Bloomington, IN 47404

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

IN Average: $3,042,739,679
Total Number of Employees

1,311

IN Average: 49
Total Number of Accounts

140,407

IN Average: 2,315
Average Account Size

$297,671

IN Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jon Holden Work History

Jon has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Kestra Advisory Services, LLC

2002 - Present (22 years)

Kestra Investment Services, LLC

1987 - Present (37 years)

New England Life

1971 - Present (53 years)

John Holden Associates, Inc

2002 - 2016 (14 years)

Nfp Advisor Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jon Holden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kestra Advisory Services, LLC

Marissa Griebel
Austin, TX
Brendan Duggan
Phoenix, AZ
Jacob Kogler
Saint Paul, MN
Charles Campbell
Charlotte, NC
Brandon Kee
Austin, TX
Nicole Simon
Austin, TX
Stanton Wheeler
Saint Augustine, FL
Garrett Frey
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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