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Jade Thomas Holt

Lji Wealth Management, LLC

Indianapolis, IN

Highlands Ranch, CO

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Current Employers
Lji Wealth Management, Llc

6569 Carrollton Avenue, Indianapolis, IN 46220 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-22
  • CO RA
    APPROVED
    Since 2026-07-22

Branch Locations

6569 Carrollton Avenue, Indianapolis, IN 46220 • United States

Highlands Ranch, CO • 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
Charles Schwab & Co., Inc. Lone Tree CO 03/2020 03/2025
Schwab Private Client Investment Advisory, Inc Lone Tree CO 01/2012 03/2020
Lji Wealth Management, Llc Highlands Ranch CO 05/2025 Present
Previous Registrations
Other Businesses

Insurance Licensed Life and Health

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-08-30
S63 Uniform Securities Agent State Law Examination 1994-09-09
  • S66 Uniform Combined State Law Examination
    2004-08-30
  • S63 Uniform Securities Agent State Law Examination
    1994-09-09
Designations
Other Names
  • Jade Holt

View on SEC IAPD

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