Jason Christopher Llewellyn

Current Employers

Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2026-08-20

IN RA
APPROVED

Since 2026-08-20

Branch Locations

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

8801 River Crossing Blvd Suite 100, Indianapolis, IN 46240 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Holistic Financial Partners, Llc	Indianapolis	IN	06/2015	08/2026
Allworth Financial	Indianapolis	IN	08/2026	Present

06/2015 → 08/2026

Holistic Financial Partners, Llc

Indianapolis, IN
08/2026 → Present

Allworth Financial

Indianapolis, IN

Previous Registrations

2015-06-03 → 2026-08-21

Holistic Financial Partners, Llc

Indianapolis, IN
2009-09-29 → 2015-06-04

Raymond James & Associates, Inc.

Carmel, IN
2002-08-06 → 2008-09-29

Clifton Gunderson Wealth Advisors

Indianapolis, IN

Other Businesses

9959 Investments, LLC - President - Non-Investment Related - LLC holds rental property for lease. Less than 5% of time per month devoted to 9959 Investments. None during trading hours. CDFA - Board Member - None during trading hours.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2004-07-08
S65	Uniform Investment Adviser Law Examination	2002-07-01

S63 Uniform Securities Agent State Law Examination

2004-07-08
S65 Uniform Investment Adviser Law Examination

2002-07-01

View on SEC IAPD