Jonathan
Holljes
Redwood Private Wealth
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About this Advisor
Jonathan Holljes is a financial advisor based in Midlothian, Virginia, working with Redwood Private Wealth. Jonathan has previously held positions at Jhfn Sii, Lincoln Financial Securities Corporation, Lpl Financial LLC, Colonial River Investments, LLC, Wealthcare Advisory Partners LLC, Redwood Private Wealth LLC, Redwood Tax Specialists, and Holljes Financial LLC. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Jonathan is part of Redwood Private Wealth, which operates out of Midlothian, Virginia. The firm has 14 offices and 61 employees. The firm manages assets totaling $267.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Redwood Private Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Redwood Private Wealth Brokerage Details
$267,560,801
61
1,788
$149,643
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
Holljes Financial LLC
Redwood Private Wealth LLC
Redwood Tax Specialtists
Wealthcare Advisory Partners LLC
Lpl Financial LLC
Colonial River Investments, LLC
Lincoln Financial Securities Corporation
Jhfn Sii
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.
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