Jon Holmes Email & Phone Number
Founding Partner @ UPSTREAM Investment Partners, LLC
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Jon Holmes Location
- Austin, TX, US
Jon Holmes Work
- 2010 -now Founding Partner @
- 2008 -2010 Regional Director @
- 1991 -2008 Regional Director @
Jon Holmes Education
- Southwestern University 1987-1991
- Bryant University 1984-1987
Jon Holmes Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Fixed Annuities
- Insurance
- Retirement Planning
- Upstream
- IRAs
- Investments
- Asset Allocation
- Investment Advisory
- Talent Acquisition
- Financial Services
- Wealth Management
- SAN
- Mutual Funds
- Strategic Financial Planning
- FINRA
- Investment Strategies
- Series 24
- 401k Rollovers
- Www
- Young Professionals
- Retirement
- Securities
Jon Holmes Summary
- Jon Holmes, based in Austin, TX, US, is currently a Founding Partner at UPSTREAM Investment Partners LLC. Jon Holmes brings experience from previous roles at Ameriprise Financial and H&R Block Financial Advisors. Jon Holmes holds a 1987 - 1991 Southwestern University. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Fixed Annuities, Insurance and more. Jon Holmes has 2 emails on RocketReach.
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Top UPSTREAM Investment Partners, LLC Employees
Luke Russell
Wealth Planner
Midland, MI, US
Jon Holmes
Founding Partner
Austin, TX, US
Catherine Gray
Director, Client Relations
Irving, TX, US
Brandy Merriam
Regional Vice President at Upstream Investment Partners
Colorado Springs, CO, US
Garret Jett
Vice President of Investments
Littleton, CO, US
Dennis Haubert
Private Wealth Advisor and Vice President
Denver, CO, US
David Anderson
Private Wealth Manager
Naples, FL, US
Rod Chisholm
Branch Director and Vice President
San Antonio, TX, US
James Weinberg
Senior Financial Advisor
Lisle, IL, US
Avery Gutierrez
Director of Client Services
Austin, TX, US
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