Jon Holmes

Jon Holmes Email and Phone Number

Founding Partner @ UPSTREAM Investment Partners @ UPSTREAM Investment Partners LLC
Jon Holmes's Location
Austin, Texas, United States, United States
Jon Holmes's Contact Details

Jon Holmes personal email

Jon Holmes phone numbers

About Jon Holmes

As a Founding Partner at UPSTREAM Investment Partners LLC, I have over 30 years of experience in providing independent and professional financial advice to a diverse clientele. I am a licensed LPL Financial Advisor, which enables me to offer a wide range of investment products and services without any proprietary conflicts of interest.My core competencies include retirement planning, investment strategies, fixed annuities, and investment advisory. I leverage my entrepreneurial skills and industry knowledge to create customized strategies that meet the unique needs and goals of each client. My mission is to help clients achieve financial independence through education, guidance, and support.

Jon Holmes's Current Company Details
UPSTREAM Investment Partners LLC

Upstream Investment Partners Llc

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Founding Partner @ UPSTREAM Investment Partners
Jon Holmes Work Experience Details
  • Upstream Investment Partners Llc
    Founding Partner
    Upstream Investment Partners Llc Jan 2010 - Present
    Us
    Upstream Investment Partners, LLC is a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products without proprietary situations. With all of the turmoil surrounding the financial services industry, it is even more important to be affiliated with an organization that is financially sound and provides an open investment platform. Our select group of financial advisors make decisions in the best interest of their clients without corporate pressure.Securities and advisory services offered through LPL Financial, Member FINRA/SIPC (finra.org sipc.org). UPSTREAM Investment Partners LLC and LPL Financial are separate entities.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​
  • Ameriprise Financial
    Regional Director
    Ameriprise Financial Nov 2008 - Mar 2010
    Minneapolis, Mn, Us
  • H&R Block Financial Advisors
    Regional Director
    H&R Block Financial Advisors Oct 1991 - Nov 2008
    Kansas City, Mo, Us

Jon Holmes Skills

Investment Advisory Retirement Planning Asset Allocation Retirement Wealth Management Financial Advisory Strategic Financial Planning Talent Acquisition Securities Investments Mutual Funds Estate Planning Iras Fixed Annuities Investment Strategies Financial Services Alternative Investments Insurance 401k Rollovers Series 24

Jon Holmes Education Details

  • Southwestern University
    Southwestern University
  • Strake Jesuit
    Strake Jesuit

Frequently Asked Questions about Jon Holmes

What company does Jon Holmes work for?

Jon Holmes works for Upstream Investment Partners Llc

What is Jon Holmes's role at the current company?

Jon Holmes's current role is Founding Partner @ UPSTREAM Investment Partners.

What is Jon Holmes's email address?

Jon Holmes's email address is jh****@****mip.com

What is Jon Holmes's direct phone number?

Jon Holmes's direct phone number is (303) 872*****

What schools did Jon Holmes attend?

Jon Holmes attended Southwestern University, Strake Jesuit.

What skills is Jon Holmes known for?

Jon Holmes has skills like Investment Advisory, Retirement Planning, Asset Allocation, Retirement, Wealth Management, Financial Advisory, Strategic Financial Planning, Talent Acquisition, Securities, Investments, Mutual Funds, Estate Planning.

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