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
- Co-Founder and CEO @ (December 2015 - Present)
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
- 401k
- 401k Rollovers
- 529 Plans
- Asset Allocation
- Asset Managment
- Bonds
- Business Consulting
- Business Transition Planning
- ETFs
- Estate Planning
- Farm transition planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Goals
- Financial Modeling
- Financial Planning
- Fixed Annuities
- Goal Setting
- IRAs
- Investment Advisory
- Investment Advisory Services
- Investment Strategies
- Investments
- Life Insurance
- Long Term Care Insurance
- Long-term Care
- Management Development
- Mutual Funds
- Portfolio Management
- Qualified Retirement Plans
- Registered Investment Advisor
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Retirement Savings
- Saving for Education
- Securities
- Series 7
- Strategic Financial Planning
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
- series 66
- Accounting
- Financial Reporting
- Long Term Care
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 401k, 401k Rollovers, 529 Plans, Asset Allocation, Asset Managment and more. Jared Holt has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Ascent Financial Employees
Jared Holt
Co-Founder and CEO
Saint Paul, MN, US
Craig Borchardt
Director of Consulting
Minnetonka, MN, US
Connor Todd
Ag-Visor
Congerville, Illinois, United States
Thomas Hiller
Project Manager
Saint Paul, MN, US
Chad Weinhold
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Minneapolis, MN, US
Elizabeth Brown
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