Jesse Ryan Holman

Current Employers

Employment History

• 01/2003 → Present
  Mml Investors Services, Llc
  Franklin, TN
• 12/2002 → Present
  Massmutual Life Insurance Company
  Franklin, TN

Other Businesses

(1) NAME: HOLMAN PARTNERS, LLC INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: HOLMAN PARTNERS, LLC ONLY SETUP FOR TAX PURPOSES POSITION: OWNERSHIP START DATE: 12/2018 NO/HRS: 0 NO/HRS DUR TRADING: 0. (2) NAME: HOLCO HOLDINGS, LLC INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: REALTOR/REAL ESTATE POSITION: OWNER/INVESTOR START: 08/26/2021 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 0 DUTIES: INVESTOR IN THE ENTITY THAT WILL PURCHASE THE OFFICE SPACE THAT OUR FINANCIAL PLANNING FIRM WILL USE. (3) NAME: WELLER BROTHERS LLC INV REL: Y ADD: 329 S ROYAL OAKS BLVD, UNIT 302 FRANKLIN TN 37064 NATURE: FINANCIAL PLANNING BUSINESS POSITION: MANAGING PARTNER START DATE: 1/1/2022 NO HRS/MO: 40 NO HRS/MO DUR TRADING: 20 DUTIES: FINANCIAL CONSULTING & ADVISORY SERVICES FOR CLIENTS (4) NAME: BEACH BIKE PROPERTIES LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: RENTAL INCOME FROM REAL ESTATE PROPERTIES POSITION: MANAGING MEMBER START DATE: 4/27/2022 NO HRS/MO: 3 NO HRS/MO DUR TRADING: 0 DUTIES: OVERSEE THE OPERATIONS OF THE RENTAL ACTIVITY ON VARIOUS REAL ESTATE HOLDINGS (5) NAME: BEACH BIKE PROPERTIES LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: LLC CREATED FOR LIABILITY PROTECTION PURPOSES POSITION: MANAGING MEMBER START DATE: 5/1/2022 NO HRS/MO: 3 NO HRS/MO DUR TRADING: 0 DUTIES: TO OVERSEE THE OPERATIONS OF THE LLC (6) NAME: BLUE CARDINAL HOLDINGS LLC INV REL: Y ADD: RESIDENTIAL NATURE: LLC CREATED FOR LIABILITY PROTECTION PURPOSES POSITION: MANAGING MEMBER/CO-OWNER START DATE: 7/29/2023 NO HRS/MO: 3 NO HRS/MO DUR TRADING: 0 DUTIES: TO OVERSEE THE OPERATIONS OF THE LLC (7) NAME: WELLER BROTHERS LLC INV REL: Y ADD: 329 S ROYAL OAKS BLVD UNIT 302 FRANKLIN TN 37064 NATURE: REFERRAL FEES FOR COST SEGREGATION FOR REAL ESTATE POSITION: MANAGING MEMBER/OWNER START DATE: 6/1/2024 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 1 DUTIES: RECIEVE REFERRAL FEES FROM FIRMS PROVIDING COST SEGREGATION TAX ANALYSIS FOR REAL ESTATE (8) NAME: THB DEVELOPMENT GROUP, LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: LLC FOR BUYING, SELLING & HOLDING REAL ESTATE POSITION: OWNER/MEMBER START DATE: 09/01/2025 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: AS OWNER I HAVE THE ABILITY TO MAKE DECISIONS RELATED TO THE REAL ESTATE PROPERTIES.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-02-03

Designations