Jon Holden is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Bloomington, IN, with 56 years of industry experience. Jon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
631 N. Walnut, Bloomington, IN, 47404
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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 Activities
Jon is the owner of Holden Wealth Management, where he works as a registered representative through Kestra Investment Services, dedicating about a quarter of his time to sales and marketing. He also owns Holden Rentals, LLC, a real estate business, and spends minimal time on general tenant management.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Royal Alliance Associates, INC.Broker
New England SecuritiesBroker
Securities Management & Research, INC.Broker
Integrated Resources Equity CorporationBroker
Provident Marketing CorporationBroker
Pla Securities CorporationBroker
American United Life Insurance CompanyBroker
Aul Equity Sales CORP.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.
Exams
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