Justin HolmCRD Number: 5924581
Current Firm: Mesirow Advanced Strategies Inc.
Justin Holm (CRD# 5924581) is an Investment Advisor Representative working at Mesirow Advanced Strategies Inc. in Chicago, IL and has over 5 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Mesirow Financial, Inc.||Chicago, IL||Feb 2013 - Current||5|
|Unemployed||Ankeny, IA||Jun 2012 - Feb 2013||< 1|
|Northwestern Mutual Investment Services, LLC||Ames, IA||May 2011 - Jun 2012||1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||May 2011 - Feb 2012||< 1|
|Iowa State University||Ames, IA||Aug 2007 - Dec 2011||4|
|Coldwater Golf Links||Ames, IA||Mar 2009 - Oct 2010||1|
|M.j's East Gas Station||De Witt, IA||Mar 2005 - Aug 2007||2|
|Central-clinton De Witt High School||De Witt, IA||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2012|
Total Assets Under Management20,666MILLIONS
Total Number of Accounts46ACCOUNTS
Average Account Value$449,260,539
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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