Jared Michael Holt

Current Employers

Ascent Advisors

1600 Madison Avenue Suite 103, Mankato, MN 56001 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2025-12-10

MN RA
APPROVED

Since 2025-12-10

Branch Locations

Buffalo, MN • United States

1600 Madison Avenue Suite 103, Mankato, MN 56001 • 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
Harbour Investments	Madison	WI	02/2012	12/2016
Ascent Advisors	Mankato	MN	09/2015	Present
Gradient	Arden Hills	MN	04/2017	12/2018
Triad Advisors	Norcross	GA	06/2021	08/2025
Osaic Wealth, Inc.	Mankato	MN	08/2024	12/2025
Ascent Advisors Llc	Mankato	MN	12/2025	Present

02/2012 → 12/2016

Harbour Investments

Madison, WI
09/2015 → Present

Ascent Advisors

Mankato, MN
04/2017 → 12/2018

Gradient

Arden Hills, MN
06/2021 → 08/2025

Triad Advisors

Norcross, GA
08/2024 → 12/2025

Osaic Wealth, Inc.

Mankato, MN
12/2025 → Present

Ascent Advisors Llc

Mankato, MN

Previous Registrations

2024-08-23 → 2025-12-12

Osaic Wealth, Inc.

Mankato, MN
2022-02-11 → 2024-08-23

Triad Advisors Llc

Mankato, MN

Atlanta, GA
2017-04-26 → 2018-12-31

Gradient Securities, Llc

Deephaven, MN

Arden Hills, MN

Arden Hills, MN

Mankato, MN
2013-10-24 → 2016-12-31

Harbour Investments, Inc.

Mankato, MN

Mankato, MN

Other Businesses

1)Ascent Financial;investment related;12 Civic Center Plaza,Suite 1645;insurance & consulting;CEO;12/2015;20 hrs/month;4 hrs during trading;insurance & consulting work

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-07-18

S66 Uniform Combined State Law Examination

2013-07-18

Other Names

Jared Michael Holt
Jared M Holt

View on SEC IAPD