Jared Holt Email & Phone Number
Co-Founder and CEO @ Ascent Financial
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Jared Holt Location
- Saint Paul, MN, US
Jared Holt Work
- 2015 -now Co-Founder and CEO @
Jared Holt Education
- Maple Lake High School 2003-2006
- College of Business- Minnesota State University, Mankato
Bachelor of Science (BS) (Finance, Financial Planning)
Jared Holt Skills
- Financial Analysis
- Finance
- Investment Strategies
- Registered Investment Advisor
- Securities
- Accounting
- Wealth Management
- Wealth Management Services
- Life Insurance
- Saving for Education
- Series 66
- Mutual Funds
- Asset Managment
- Investment Advisory Services
- 401k Rollovers
- 529 Plans
- Wealth Accumulation
- Retirement Planning
- Financial Planning
- Investment Advisory
- Retirement
- Financial Reporting
- Strategic Financial Planning
- Asset Allocation
- Retirement Plan Consulting
- Financial Advisory
- Portfolio Management
- Estate Planning
- Series 7
- Long Term Care
- Qualified Retirement Plans
- Retirement Savings
- Bonds
- 401k
- Investments
- Fixed Annuities
- Long Term Care Insurance
- ETFs
- Financial Goals
- IRAs
Jared Holt Summary
- Jared Holt, based in Saint Paul, MN, US, is currently a Co-Founder and CEO at Ascent Advisors. Jared Holt holds a 2003 - 2006 Maple Lake High School. With a robust skill set that includes Financial Analysis, Finance, Investment Strategies, Registered Investment Advisor, Securities and more. Jared Holt has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Ascent Financial Employees
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Saint Paul, MN, US
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Minnetonka, MN, US
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