Jameson Holehouse (CRD# 7685428) is an Investment Advisor Representative working at Classic Asset Management, LLC in Fargo, ND and has 1 year of experience in the finance industry.
CRD# 2591356
Commonwealth Financial Network
CRD# 2563463
Ubs Financial Services Inc.
CRD# 2122017
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Secure Asset Management, LLC | Fargo, ND | Mar 2024 - Current | < 1 |
| Classic Asset Management, LLC | Fargo, ND | Jan 2023 - Current | 1 |
| Financial Strategies Group | Fargo, ND | Jan 2023 - Current | 1 |
| Unemployed | Detroit Lakes, MN | Dec 2021 - Jan 2023 | 1 |
| West Virginia University | Detroit Lakes, MN | Sep 2021 - Dec 2021 | < 1 |
| Young Life | Detroit Lake, MN | Sep 2016 - Sep 2021 | 5 |
| Young Life | Jasper, GA | Aug 2015 - Sep 2016 | 1 |
| Racer Productions | Morgantown, WV | Mar 2015 - Aug 2015 | < 1 |
| Unemployed | Morgantown, WV | Sep 2014 - Mar 2015 | < 1 |
| Young Life | New Martinsville, WV | Sep 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- ND
-
Total Assets Under Management182MILLIONS
-
Total Number of Accounts1,968ACCOUNTS
-
Average Account Value$92,541
- A percentage of assets under your management
- Hourly charges
- 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)
- Other
AZ, CO, FL, IA, IL, MI, MN, ND, NE, SC, SD, TX, WI
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