Jared Holt, financial advisor Mankato MN
89 score

Jared Holt

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ascent Financial Mankato, MN Dec 2015 - Current 1
Harbour Investments Madison, WI Feb 2012 - Current 4
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
Contact Info for Jared M. Holt
Phone Number: 608-662-6100
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    552
    MILLIONS
  • Total Number of Accounts
    2,508
    ACCOUNTS
  • Average Account Value
    $220,245
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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