Jan
Holman

Thornburg Investment Management Inc

CRD#840648
Investment Advisor
in Santa Fe, NM

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About this Advisor

Jan Holman is a certified financial planner and chartered financial consultant operating in Santa Fe, New Mexico who has 13 years of relevant experience. Holman is an employee of Thornburg Investment Management Inc. The advisor has gained experience at Thornburg Securities Corp and Thornburg Investment Management. Holman has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in New Mexico. Thornburg Investment Management Inc is a registered investment firm based out of Santa Fe, NM. It manages $39 billion in assets across its 658 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 12 charities and foundations. Of its 658 client accounts, 65% belong to high-net-worth clients who have at least $1 million in investable assets. The firm performs a broad set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors vary depending on the type of financial services offered. However, fees charged by Thornburg Investment Management Inc can be comprised of any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

13 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

2300 North Ridgetop Road
Santa Fe, NM 87506

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Thornburg Investment Management Inc Brokerage Details

Total Assets Under Management

$38,735,282,461

NM Average: $3,612,835,751
Total Number of Employees

204

NM Average: 18
Total Number of Accounts

658

NM Average: 517
Average Account Size

$58,868,210

NM Average: $6,988,077

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Jan Holman Work History

Jan has been registered as a financial advisor for 13 years.*

2014 - Present (10 years)

Thornburg Investment Management

2010 - 2014 (4 years)

Thornburg Securities Corp

*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 Jan Holman 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 Thornburg Investment Management Inc

Elijah King
Santa Fe, NM
Tyler Jenkins
Santa Fe, NM
John Hackett
Santa Fe, NM
Brian Ridgeway
Santa Fe, NM
Danielle Morrison
Denver, CO
Mahmut Arikan
Santa Fe, NM
Carolyn Ives
Santa Fe, NM
Daniel Martinez
Santa Fe, NM

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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