Jared
Holt
Triad Advisors LLC
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About this Advisor
Jared Holt is a financial advisor who works in Mankato, Minnesota, who has 1 year of industry experience. Holt currently works for Triad Advisors LLC. Throughout their career, they have worked at Harbour Investments, Weilage Advsisory Group, Ascent Financial, Gradient Securities, LLC, Weilage Advisory Group and Triad Advisors. Holt maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Minnesota. Triad Advisors LLC is a financial advisory business that has its headquarters in Peachtree Corners, GA. The firm has offices in 75 locations and a total of 1,629 advisors. It administers $2 billion in total assets across its 10,769 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advice to four charitable organizations. Of its 10,769 accounts, just 6% belong to high-net-worth investors who have greater than $1 million in investable assets. Triad Advisors LLC has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on the financial services. Fee types charged by Triad Advisors LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Triad Advisors LLC Brokerage Details
$2,248,734,411
1,629
10,769
$208,816
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
- Educational seminars/workshops
Jared Holt Work History
Jared has been registered as a financial advisor for 1 years.*
Triad Advisors
Ascent Financial
Gradient Securities, LLC
Harbour Investments
Weilage Advsisory Group
Weilage Advisory Group
*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 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 Triad Advisors, LLC
Peachtree Corners, GA
Peachtree Corners, GA
Peachtree Corners, GA
Knoxville, TN
Sugar Land, TX
Peachtree Corners, GA
Clear Water, FL
Scottsdale, AZ
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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