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Jonathan Holin

Independent Financial Partners

Tampa, FL

Fort Washington, PA

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Current Employers
Independent Financial Partners

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-01-12
  • PA RA
    APPROVED
    Since 2026-01-12

Branch Locations

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

512 S. Bethlehem Pike, Fort Washington, PA 19034 • 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
Simon & Simon, Pc Philadelphia PA 09/2015 04/2019
Fuhrman Management Associates Ft Washington PA 06/2019 Present
Independent Financial Partners Tampa FL 11/2025 Present
  • 09/2015 → 04/2019
    Simon & Simon, Pc
    Philadelphia, PA
  • 06/2019 → Present
    Fuhrman Management Associates
    Ft Washington, PA
  • 11/2025 → Present
    Independent Financial Partners
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-12
  • S65 Uniform Investment Adviser Law Examination
    2026-01-12

View on SEC IAPD

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