Jacob Holtrop (CRD# 6400059) is an Investment Advisor Representative working at Alliance Investment Management, LLC in Jenison, MI and has over 9 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alliance Investment Management, LLC | Jenison, MI | Jan 2022 - Current | 2 |
| Alliance Investment Management, LLC | Jenison, MI | Sep 2014 - Dec 2021 | 7 |
| Principal Global Investors | Des Moines, IA | Jun 2008 - Aug 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
- MI
- WI
-
Total Assets Under Management163MILLIONS
-
Total Number of Accounts544ACCOUNTS
-
Average Account Value$299,160
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
MI, NE, WI
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