Jack Holmes (CRD# 7887486) is an Investment Advisor Representative working at Driven Investments LLC in Chubbuck, ID and has 1 year of experience in the finance industry.
CRD# 733613
Arbor Point Advisors
CRD# 4361206
Edward Jones
CRD# 5226639
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Driven Investments | Chubbuck, ID | Jan 2024 - Current | < 1 |
| Michael Sutter Company | Heber, UT | Jan 2021 - Jan 2024 | 3 |
| Unemployed | Midway, UT | Aug 2018 - Jan 2021 | 2 |
| Wasatch Golf Course | Midway, UT | May 2017 - Aug 2018 | 1 |
| Student | Midway, UT | Mar 2014 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- ID
- UT
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Total Assets Under Management109MILLIONS
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Total Number of Accounts1,111ACCOUNTS
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Average Account Value$98,364
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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