Joel R Holden

Current Employers

Employment History

• 04/2009 → 03/2017
  National Planning Corporation
  Santa Monica, CA
• 09/2012 → Present
  Sound Financial Strategies Group, Inc.
  Madison, MS
• 03/2017 → Present
  Comprehensive Asset Management And Servicing, Inc.
  Parsippany, NJ

Previous Registrations

• 2009-09-04 → 2017-04-03
  National Planning Corporation
  Flowood, MS

Other Businesses

1- Sound Financial Strategies Group, Inc.; Madison, MS; Service description: Registered Investment; Start date: 02/02/2009; Title: COO/Financial Advisor; Duties: Oversee all operational aspects of the company as well as work with individual clients on their accounts; Time spent: 100%. 2 - Sound Financial Strategies Group Insurance, Investment related:No, 116 One Madison Plaza, Ste 1100, Madison, MS 39110, Insurance Sales, President, 10/22/2019, 5 hrs/month, Oversee operations and financial functions 3 -SFSG, Inc., Investment related:No, 116 One Madison Plaza, Ste 1100, Madison, MS 39110, , Owner, 02/02/2009, 100%, conducting business through Sound Financial LLC 4 -FireX, Investment related:No, P.O. Box 319, Flora, MS, 39071, , owner, 06/03/2021, 5hrs, operational guidance 5 - JSH Holdings - 114 Hackberry Dr, Madison, MS 39110; family LLC to won property, accounts, etc. Mainly for tax and legal purposes; Start Date: 9/18/2023 6. Broadmoor Baptist Church Council, Investment related:No, 1531 Highland Colony Parkway, Madison, MS, 39110, , Member, 01/01/2026, 1-3, board meetings/direction

Exams

• S66 Uniform Combined State Law Examination
  2009-09-01

Designations

Other Names

• Joel Rick Holden
• Joel R Holden