Jonathan
Holljes
Redwood Private Wealth
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About this Advisor
Jonathan Holljes is a chartered financial consultant based in Midlothian, Virginia with 1 year of industry experience. Holljes works at Redwood Private Wealth. Their career trajectory has included roles at Jhfn Sii, Lincoln Financial Securities Corporation, Lpl Financial LLC, Colonial River Investments, LLC, Wealthcare Advisory Partners LLC, Redwood Private Wealth LLC and Redwood Tax Specialtists. Holljes has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Virginia. Redwood Private Wealth is a financial advisory business operating out of Phoenix, AZ. The company has offices in 12 locations and a total of 51 financial advisors. It controls $204 million in total assets among its 1,788 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,788 accounts, just 5% are associated with high-net-worth investors who have greater than $1 million in investable assets. Redwood Private Wealth has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely are based on which service is offered. Fees charged by Redwood Private Wealth may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Redwood Private Wealth Brokerage Details
$204,343,703
51
1,788
$114,286
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jonathan Holljes Work History
Jonathan has been registered as a financial advisor for 1 years.*
Redwood Private Wealth LLC
Redwood Tax Specialtists
Wealthcare Advisory Partners LLC
Lpl Financial LLC
Colonial River Investments, LLC
Lincoln Financial Securities Corporation
Jhfn Sii
*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 Jonathan Holljes 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 Redwood Private Wealth
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Cherryville, NC
Aiken, SC
Phoenix, AZ
Phoenix, AZ
Middletown, DE
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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