Jonathan Benjamin Holt

Current Employers

Employment History

• 07/2014 → 04/2023
  Principal Life Insurance Company
  Fresno, CA
• 07/2014 → 04/2023
  Principal Securities, Inc.
  Fresno, CA
• 04/2023 → Present
  Integrated Planning & Investments
  Clovis, CA
• 08/2024 → Present
  Integrated Cpa Group Llp
  Clovis, CA

Previous Registrations

• 2014-08-27 → 2023-04-10
  Principal Securities, Inc.
  Fresno, CA

Other Businesses

***Fixed Insurance; Investment Related; ; LTC, Health; Sales; Start Date: ; na hrs per month; during trading hours.***Fixed Insurance; Investment Related; ; DI; Sales; Start Date: ; na hrs per month; during trading hours. ***Fresno Sunset Rotary; Not Investment Related; ; Board Member; ; Start Date: ; na hrs per month; during trading hours. ***Central California Society of Human Resource Management; Not Investment Related; ; Event Coordinator; ; Start Date: ; na hrs per month; during trading hours.***Fixed Insurance; Investment Related; 1350 E Spruce Ave, Fresno, CA 93720; Life, Annuities; sales; Start Date: 12/04/2017; 3 hrs per month; 3 during trading hours.***Rental Property; Not Investment Related; Clovis, CA; Co-owner; Co-owner of rental property; Start Date: 04/01/2019; 2 hrs per month; 0 during trading hours. ***Rental Property; Not Investment Related; ; Rental Property; rental property management; Start Date: 03/01/2019; 2 hrs per month; 3 during trading hours. ***United for the Future; Not Investment Related; Fresno, CA; Secretary; Take notes during meetings, help develop direction of the organization; Start Date: 01/01/2019; 2 hrs per month; 2 during trading hours. ***Financial Planning Association; Not Investment Related; Fresno, CA; Board Member; Help guide direction of organization, help get speakers for quarterly luncheon, recruit new members, offer advice/insight on the most appropriate general direction of local chapter. No check writing capabilities, investment discussions, or handling of funds.; Start Date: 01/01/2020; 3 hrs per month; 3 during trading hours. ***Partner/Tax Advisor; Integrated CPA Group LLP; not investment related; Clovis, CA; 04/2023; 5 hrs/mo; 0 during trading hours. POSITION: Jonathan Holt NATURE: Real Estate Sales/Broker INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: 673 Quincy Ave, Clovis CA 93619, United States DESCRIPTION: Real Estate salesperson license

Exams

• S66 Uniform Combined State Law Examination
  2014-08-25

Designations