Antwann Holmes
Antwann Holmes is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Denver, CO, with 11 years of industry experience. Antwann is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Location
6160 E Colfax Ave, Denver, CO, 80220
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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
Antwann works as a financial planner and insurance agent, dedicating full-time hours to these activities. He also serves as an independent investment advisor, also dedicating full-time hours.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Private Client Services, LLCBroker
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Townsend
Creative Planning
Townsend
Securities America, INC.Broker
Personal Capital Advisors Corporation
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
USAA Financial Advisors, 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.
Exams
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