Jon Holand (CRD# 7349563) is an Investment Advisor Representative working at Beacon Global Advisor Network, LLC in Shanghai, and has over 3 years of experience in the finance industry.
CRD# 2768770
Missionsquare Retirement
CRD# 4584292
Missionsquare Retirement
CRD# 4062895
Missionsquare Retirement
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Global Advisor Network, LLC | Shanghai, | Apr 2019 - Current | 5 |
| Austen Morris Associates | Shanghai, | Aug 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- TX
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Total Assets Under Management292MILLIONS
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Total Number of Accounts361ACCOUNTS
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Average Account Value$807,706
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, MI, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA
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