Jon-Paul Holyoak

Employer firm

Holyoak Wealth Management, LLC CRD 170868

$11.4M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → Present
  Holyoak Wealth Management Llc
  Scottsdale, AZ

Previous Registrations

• 2004-11-08 → 2014-06-12
  Arma Financial Services, Inc.
  Scottsdale, AZ
  Scottsdale, AZ
• 2002-09-19 → 2003-11-26
  Ubs Financial Services Inc.
  Scottsdale, AZ

Other Businesses

OFFICER-JP AND J MARKETING SERVICES, INC. PARADISE VALLEY, AZ 10/2012 SET UP TO PROVIDE FOR AN INDIDUALIZED HEALTH CARE PLAN FOR SPECIAL NEEDS DAUGHTER PROVIDES MARKETING SERVICES TO A VARIETY OF COMPANIES, NOT INVESTMENT RELATED 10 HOURS PER MONTH DEVOTED TO ACTIVITIES 0 HOURS DEVOTED DURING MARKET HOURS Life MEMBER-SCOTTSDALE CHARROS SCOTTSDALE, AZ 501(C)6 ORGANIZATION THAT BENEFITS THE SCOTTSDALE UNIFIED SCHOOL DISTRICT AND OTHER LOCAL CHARITIES, NOT INVESTMENT RELATED 4-5 HOURS PER MONTH DEVOTED TO ACTIVITIES 0 HOURS DURING MARKET HOURS BOARD MEMBER 2012-2013, THE CHARRO FOUNDATION SCOTTSDALE, AZ 501(C)6 ORGANIZATION WHICH IS THE FOUNDATION ARM OF THE SCOTTSDALE CHARROS. BENEFITS THE SCOTTSDALE UNIFIED SCHOOL DISTRICT AND OTHER LOCAL CHARITIES, NOT INVESTMENT RELATED 2 HOURS PER QUARTER SPENT ON ACTIVITIES 0 HOURS DURING MARKET HOURS

Exams

• S66 Uniform Combined State Law Examination
  2000-09-12
• S63 Uniform Securities Agent State Law Examination
  1999-09-22

Other Names

• Jonpaul Holyoak
• Jonpaul Holyoak