Jason
Holland

J.P. Morgan Securities LLC

CRD#3186729
Investment Advisor
in Dallas, TX
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About this Advisor

Jason Holland is a certified financial planner who works in Dallas, Texas. Currently a registered financial advisor at J.P. Morgan Securities LLC, they have gathered 13 years of professional experience in the financial advisory industry. Holland maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Holland is registered to serve customers based out of Texas. During their career, the advisor has held roles at Wells Fargo Investments, LLC, Wells Fargo Advisors LLC, Jpmorgan Securities, LLC, Wells Fargo Clearing Services, LLC and Jpmorgan Chase Bank, N.A. J.P. Morgan Securities LLC is based out of Dallas, Texas, and operates out of 5,365 additional offices throughout the United States. As a company, J.P. Morgan Securities LLC manages $113 billion in assets dispersed across 505,984 client accounts and employs more than 5,713 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the nation. The firm manages 396,797 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 16% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. J.P. Morgan Securities LLC can offer portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

Yes

Office Location

100 Crescent Court 13Th Floor
Dallas, TX 75201

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$112,505,543,419

TX Average: $7,464,549,021
Total Number of Employees

5,713

TX Average: 88
Total Number of Accounts

505,984

TX Average: 3,892
Average Account Size

$222,350

TX Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jason Holland Work History

Jason has 13 years of experience.

2018 - Present (1 years)

Jpmorgan Securities, LLC

2018 - Present (1 years)

Jpmorgan Chase Bank, N.A

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2005 - 2011 (6 years)

Wells Fargo Investments, LLC

Disclosures

Jason Holland has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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