Jonathan Holmes Email & Phone Number
Solutions Management Consultant @ USAA
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Jonathan Holmes Location
- Littleton, CO, US
Jonathan Holmes Work
- Solutions Management Consultant @ (March 2026 - Present)
- Regional Coaching Consultant @ (August 2024 - August 2025)
- VP, Regional Planning Consultant at Fidelity Investments @ (July 2020 - August 2024)
- Financial Consultant @ (September 2017 - July 2020)
- Sr. Manager, Financial Consultants @ (July 2016 - September 2017)
- Financial Consultant @ (September 2012 - July 2016)
- Investments Representative @ (September 2011 - September 2012)
- Investment Counselor @ (September 2006 - September 2011)
Jonathan Holmes Education
- University of Colorado Colorado Springs
Bachelor of Arts (B.A.) (History)
2002-2005 - Pikes Peak Community College
Liberal Arts (Liberal Arts and Sciences/Liberal Studies)
2000-2002
Jonathan Holmes Skills
- Leadership
- Portfolio Management
- Management
- Investments
- Business Analysis
- Asset Management
- Research
- Marketing
- Accounting
- Financial Analysis
- Account Management
- Financial Services
- Retirement Planning
- Equities
- Series 7
Jonathan Holmes Summary
- Jonathan Holmes, based in Littleton, CO, US, is currently a Solutions Management Consultant at USAA. Jonathan Holmes brings experience from previous roles at Fidelity Investments. Jonathan Holmes holds a 2002 - 2005 Bachelor of Arts (B.A.) in History @ University of Colorado Colorado Springs. With a robust skill set that includes Leadership, Portfolio Management, Management, Investments, Business Analysis and more. Jonathan Holmes has 2 mobile phone numbers on RocketReach.
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