Jonathan G Holland

Current Employers

Employment History

• 02/2015 → 11/2020
  Edward Jones
  St Louis, MO
• 11/2020 → 04/2025
  Cetera Advisors Llc
  Denver, CO
• 11/2020 → 04/2025
  Pinnacle Planning
  North Kansas City, MO
• 03/2024 → 04/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2025 → Present
  Principal Securities Inc
  Kansas City, MO
• 04/2025 → Present
  Principal Life Insurance Co
  Kansas City, MO
• 04/2025 → Present
  Pinnacle Planning
  Kansas City, MO

Previous Registrations

• 2024-03-21 → 2025-04-04
  Cetera Investment Advisers Llc
  Kansas City, MO
• 2020-11-23 → 2024-03-21
  Cetera Advisors Llc
  Greenwood Village, CO
  Kansas City, MO
• 2015-07-02 → 2020-11-24
  Edward Jones
  Parkville, MO
  St Louis, MO
  Kansas City, MO
  Kansas City, MO

Other Businesses

**INSURANCE / Pinnacle Planning (DBA) POSITION: Financial Advisor NATURE: Life Insurance, Fee based planning, Investments, Annuities, Employer sponsored plans INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2025 ADDRESS: 5775 NW 64th Terrace, Suite 202, Kansas City MO 64151, United States DESCRIPTION: Pinnacle Planning is a DBA marketing insurance and financial services products and services to individuals and businesses. **OUTSIDE INSURANCE SALES POSITION: Financial Advisor NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 04/01/2025 ADDRESS: 5775 NW 64th Terrace, Suite 202, Kansas City MO 64151, United States DESCRIPTION: Insurance and financial services sales through Crump and other outside carriers. **PINNACLE PLANNING POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/29/2020 ADDRESS: 5775 NW 64th Terrace, Suite 202, Kansas City MO 64151, United States DESCRIPTION: Owner of LLC for recordkeeping purposes.

Exams

• S66 Uniform Combined State Law Examination
  2015-05-26

Other Names

• Jon Holland
• Jonathan Holland