Jon Holmes Email & Phone Number
Founding Partner @ UPSTREAM Investment Partners, LLC
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Jon Holmes Location
- Austin, TX, US
Jon Holmes Work
- Founding Partner @ (January 2010 - Present)
- Regional Director @ (November 2008 - March 2010)
- Regional Director @ (October 1991 - November 2008)
Jon Holmes Education
- Southwestern University 1987-1991
- Strake Jesuit 1984-1987
Jon Holmes Skills
- Alternative Investments
- Asset Allocation
- Business Relationship Management
- Estate Planning
- Executive Visibility
- Finance
- Financial Advisory
- Financial Services
- Fixed Annuities
- IRAs
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Leadership
- Life Insurance
- Mutual Funds
- Operational Execution
- Portfolio Management
- Retirement
- Retirement Planning
- Securities
- Strategic Financial Planning
- Talent Acquisition
- Talent Management
- Team Motivation
- Wealth Management
- Upstream
- SAN
- FINRA
- Series 24
- 401k Rollovers
- Www
- Young Professionals
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, Asset Allocation, Business Relationship Management, Estate Planning, Executive Visibility and more. Jon Holmes has 2 emails and 1 mobile phone numbers on RocketReach.
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Top UPSTREAM Investment Partners, LLC Employees
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David Anderson
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Rod Chisholm
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