Jared William Holt

Current Employers

Pine Grove Financial Group

796 Bielenberg Dr. Suite 103, Woodbury, MN 55125-1412 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2024-04-08

MN RA
APPROVED

Since 2024-04-08

Branch Locations

796 Bielenberg Dr. Suite 103, Woodbury, MN 55125-1412 • 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

Organization	City	State	From	To
Fidelity Investments	Salt Lake City	UT	01/2012	04/2024
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	04/2024
Pine Grove Financial Group	Woodbury	MN	04/2024	Present

01/2012 → 04/2024

Fidelity Investments

Salt Lake City, UT
07/2018 → 04/2024

Fidelity Personal And Workplace Advisors

Boston, MA
04/2024 → Present

Pine Grove Financial Group

Woodbury, MN

Previous Registrations

2018-07-13 → 2024-04-08

Fidelity Personal And Workplace Advisors

Boston, MA
2015-03-23 → 2018-07-13

Strategic Advisers Llc

Oakdale, MN

Other Businesses

Jared Holt; Investment-related; Private residence in Minneapolis, MN; Insurance sales; Licensed insurance agent; Start date: 06/04/2015 0 hrs/mo; 0 hrs/mo during trading hrs; Insurance sales.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-03-23
S63	Uniform Securities Agent State Law Examination	2012-04-20

S65 Uniform Investment Adviser Law Examination

2015-03-23
S63 Uniform Securities Agent State Law Examination

2012-04-20

Designations

View on SEC IAPD

Current Employers

Pine Grove Financial Group

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews