2023 -
now Co-Founder and Financial Planner @ Integrated Planning & Investments
2024 -
now Partner @
2014 -
2023 Financial Advisor and Principal Securities Registered Representative @
2013 -
2014 Patient Access Representative @
2013 -
2014 Associate Producer @
2010 -
2013 Patient Transporter @
2012 -
2013 Sales Intern @
2009 -
2010 Ticket Sales Representative @
Jonathan Holt Education
The American College of Financial Services
(CFP curriculum)
2015
-
2017
California State University, Fresno
Bachelor of Science - BS
2009
-
2014
Clovis High
General
Jonathan Holt Summary
Jonathan Holt, based in Clovis, CA, US, is currently a Co-Founder and Financial Planner at Integrated Planning & Investments. Jonathan Holt brings experience from previous roles at Integrated CPA Group LLP, Principal Financial Group, Saint Agnes Medical Center and United Valley Insurance Services, Inc.. Jonathan Holt holds a 2015 - 2017 The American College of Financial Services. Jonathan Holt has 3 emails and 1 mobile phone numbers on RocketReach.
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