Jon
Holden
Kestra Advisory Services, LLC
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About this Advisor
Jon Holden is a financial advisor based in Bloomington, Indiana, working with Kestra Advisory Services, LLC. Jon has previously held positions at John Holden Associates, Inc, New England Life, Nfp Advisor Services, Kestra Advisory Services, LLC, and Kestra Investment Services, LLC. Jon has passed the Series 63 regulatory exam and is registered to provide services in Indiana. Currently, Jon is part of Kestra Advisory Services, LLC, which operates out of Bloomington, Indiana. The firm has 544 offices and 1,266 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$48,324,319,629
1,266
140,425
$344,129
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
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
New England Life
John Holden Associates, Inc
Nfp Advisor Services
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
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South Burlington, VT
Austin, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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