Jacob
Holaday

Signal Advisors Wealth, LLC

CRD#7766476
Investment Advisor
in Ridgeland, MS

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About this Advisor

Jacob Holaday is a financial advisor based in Ridgeland, Mississippi, working with Signal Advisors Wealth, LLC. Jacob has previously held positions at Hartfield Academy, Wheaton College, Affordable Lawn Care, His Workmanship, Hope Gospel Mission, Westminster Academy, Journey Wealth Strategies, Ae Wealth Management, and Signal Advisors Wealth, LLC. Jacob has passed the Series 65 regulatory exam and is registered to provide services in Mississippi. Currently, Jacob is part of Signal Advisors Wealth, LLC, which operates out of Ridgeland, Mississippi. The firm has 11 offices and 13 employees. The firm manages assets totaling $465.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Signal Advisors Wealth, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1062 Highland Colony Parkway, Suite 260
Ridgeland, MS 39157

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Signal Advisors Wealth, LLC Brokerage Details

Total Assets Under Management

$465,265,698

MS Average: $943,424,332
Total Number of Employees

13

MS Average: 21
Total Number of Accounts

5,217

MS Average: 1,586
Average Account Size

$89,183

MS Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Jacob Holaday Work History

2023 - Present (1 year)

Journey Wealth Strategies

2023 - Present (1 year)

Signal Advisors Wealth, LLC

2023 - 2023 (< 1 year)

Ae Wealth Management

2021 - 2021 (< 1 year)

Hope Gospel Mission

2021 - 2023 (2 years)

Westminster Academy

2018 - 2019 (1 year)

Affordable Lawn Care

2018 - 2020 (2 years)

His Workmanship

2017 - 2021 (4 years)

Wheaton College

2012 - 2017 (5 years)

Hartfield Academy

Disclosures

Please visit the SEC profile of Jacob Holaday 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 Signal Advisors Wealth, LLC

Josef Waltenbaugh
Detroit, MI
Alexander Santa
Ocala, FL
David Jesiolowski
Ridgeland, MS
Paul Buckle
Detroit, MI
Jacob Holaday
Ridgeland, MS
Joshua Taffer
Ridgeland, MS
Patrick Kelly
Birmingham, MI
Kyle Booras
Elkhorn, NE

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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