Jared HoltCRD Number: 6043458
Current Firm: Harbour Investments, Inc.
Jared Holt (CRD# 6043458) is an Investment Advisor Representative working at Harbour Investments, Inc. in Mankato, MN and has over 4 years of experience in the finance industry.
Securian Financial Services, Inc.
Park Avenue Securities LLC
Investment Centers Of America, Inc.
|Ascent Financial||Mankato, MN||Dec 2015 - Current||2|
|Harbour Investments||Madison, WI||Feb 2012 - Current||5|
|Weilage Advsisory Group||Mankato, MN||Feb 2012 - Dec 2015||3|
|Vitamin World||Mankato, MN||Sep 2010 - Feb 2012||1|
|Servpro||Lonsdale, MN||Jun 2008 - Sep 2010||2|
|Scheels Sports||Mankato, MN||Dec 2006 - Jun 2008||1|
|Unemployed||Mankato, MN||Aug 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management552MILLIONS
Total Number of Accounts2,508ACCOUNTS
Average Account Value$220,245
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV