Jonathan Holt Email & Phone Number
Co-Founder and Financial Planner @ Integrated Planning & Investments
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Jonathan Holt Location
- Clovis, CA, US
Jonathan Holt Work
- 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 2 emails and 2 mobile phone numbers on RocketReach.
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