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Jonathan Scott Holt

Commonwealth Financial Network

Bolton, MA

Newton, MA

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2012-02-22
  • MA RA
    APPROVED
    Since 2012-02-22

Branch Locations

Bolton, MA • United States

7-57 Wells Avenue Suite 21, Newton, MA 02459 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Malone Financial Consulting Waltham MA 06/2007 03/2018
Commonwealth Financial Network Waltham MA 02/2012 Present
Your Path Financial Solutions Waltham MA 03/2018 Present
  • 06/2007 → 03/2018
    Malone Financial Consulting
    Waltham, MA
  • 02/2012 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 03/2018 → Present
    Your Path Financial Solutions
    Waltham, MA
Other Businesses

1. Fixed Insurance Sales under Your Path Financial Solutions; conducted at branch location; investment related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-13
  • S66 Uniform Combined State Law Examination
    2009-11-13
Designations
Other Names
  • Holt Scott Jonathan

View on SEC IAPD

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