Jason Holland is a CFP-designated registered investment advisor at Starr-Mathews Financial, LLC, based in Calhoun, GA, with 22 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 117 clients with $140M 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 | 1.50% |
Fees are negotiable.
Fee Estimator
Location
215 North Piedmont Street, Calhoun, GA, 30701
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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.
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Jason is a Certified Public Accountant and provides tax preparation services through Holland Capital Advisors, Inc. He also operates under the DBAs Starr-Mathews Financial, LLC and Starr Mathews Financial Services, LLC.
Employment History
Current Registrations
Starr-Mathews Financial, LLC
Previous Registrations
LPL Financial LLC
Amsouth Investment Management Company LLC
State Registrations1 state
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