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 State College
Liberal Arts (Liberal Arts and Sciences/Liberal Studies)
2000-2002
Jonathan Holmes Skills
Asset Management
Business Analysis
Equities
Financial Analysis
Financial Services
Investments
Leadership
Portfolio Management
Retirement Planning
Series 7
Management
Research
Marketing
Accounting
Account Management
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 Asset Management, Business Analysis, Equities, Financial Analysis, Financial Services and more. Jonathan Holmes has 2 mobile phone numbers on RocketReach.
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