Jared
Holt

Pine Grove Financial Group

CRD#6024370
Investment Advisor
in Saint Paul, MN

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About this Advisor

Jared Holt is a financial advisor based in Saint Paul, Minnesota, working with Pine Grove Financial Group. Jared has previously held positions at Fidelity Investments, Fidelity Personal And Workplace Advisors, and Pine Grove Financial Group. Jared has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Jared is part of Pine Grove Financial Group, which operates out of Saint Paul, Minnesota. The firm has 3 offices and 20 employees. The firm manages assets totaling $1.0 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Pine Grove Financial Group includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

635 Bielenberg Dr. Suite 210
Saint Paul, MN 55125

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Pine Grove Financial Group Brokerage Details

Total Assets Under Management

$1,027,139,612

MN Average: $5,289,111,388
Total Number of Employees

20

MN Average: 157
Total Number of Accounts

3,984

MN Average: 8,262
Average Account Size

$257,816

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Jared Holt Work History

2024 - Present (0 year)

Pine Grove Financial Group

2018 - Present (6 years)

Fidelity Personal And Workplace Advisors

2012 - Present (12 years)

Fidelity Investments

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jared Holt 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 Pine Grove Financial Group

Lucas Kunde
Saint Paul, MN
Ryan Key
Saint Paul, MN
Jason Johnson
Hopkins, MN
Jeffrey Clark
Saint Paul, MN
Matthew Gulbransen
Saint Paul, MN
Joel Baumgarten
Saint Paul, MN
Jared Holt
Saint Paul, MN
Joel Greenwald
Minneapolis, MN

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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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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