Jonathan Holljes
Jonathan Holljes is a ChFC-designated registered investment advisor at Brookwood Investment Group, based in Midlothian, VA, with 39 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,160 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brookwood Investment Group's investment management fee is negotiable, up to 2.50% annually, depending on factors like the amount of assets managed, portfolio complexity, and client needs. Fees can be charged using a flat, linear, or tiered percentage structure. Fees are calculated as a percentage of assets under management and assessed quarterly, either in advance or in arrears, as agreed upon. Cash positions are included when calculating the fee.
Location
Midlothian, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is an independent licensed insurance producer selling health, life, and fixed annuity products since 1982, and is also the Managing Director of Redwood Tax Specialists, an insurance agency, since 2020. Additionally, Jonathan owns Holljes Financial LLC, purchasing real estate for resale since 2023; each of these activities takes about 10-20% of his time.
Employment History
Current Registrations
Brookwood Investment Group
Previous Registrations
Redwood Private Wealth
Wealthcare Advisory Partners LLC
Colonial River Wealth Management LLC
LPL Financial LLCBroker
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
Signator Investors, INC.
Signator Investors, INC.Broker
First Allied Securities, INC.
First Allied Securities, INC.Broker
Greenbook Securities, INC.Broker
Greenbook Investment Management, INC.
Xelan Financial Planning, INC.
Xelan Investment Services, INC.
Investors Security Company, INC.Broker
Bma Financial Services, INC.Broker
Nathan & Lewis Securities, INC.Broker
Jefferson Pilot Securities CorporationBroker
Washington Square Securities, INC.Broker
The Paul Revere Variable Annuity Insurance CompanyBroker
Chubb Securities CorporationBroker
Bma Financial Services, INC.Broker
Sma Equities, INC.Broker
W. S. Griffith & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.