Best Investors Account Sign in
Inactive

Jonathon David Holm

Asia Pacific Financial Management Group, Inc.

Hagatna

CRD 7467111

Claim This Profile
Employer firm

Asia Pacific Financial Management Group, Inc. CRD 32338

$304M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Asia Pacific Financial Management Group, Inc.

145 Aspinall Avenue, Hagatna 96910-5156 • Guam

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-05-22
NV RA APPROVED 2023-07-12
FL RA APPROVED 2023-06-29
CA RA APPROVED 2023-06-25
HI RA APPROVED 2023-06-25
OR RA APPROVED 2023-06-25
TX RA APPROVED 2023-06-25
WA RA APPROVED 2023-06-25
  • AZ RA
    APPROVED
    Since 2025-05-22
  • NV RA
    APPROVED
    Since 2023-07-12
  • FL RA
    APPROVED
    Since 2023-06-29
  • CA RA
    APPROVED
    Since 2023-06-25
  • HI RA
    APPROVED
    Since 2023-06-25
  • OR RA
    APPROVED
    Since 2023-06-25
  • TX RA
    APPROVED
    Since 2023-06-25
  • WA RA
    APPROVED
    Since 2023-06-25

Branch Locations

145 Aspinall Avenue, Hagatna 96910-5156 • Guam

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
Asia Pacific Financial Management Group. Inc. Hagatna 08/2021 Present
Netopia Internet Cafe Tamuning 08/2020 08/2021
University Of Guam Mangilao 12/2015 05/2021
Uog-Global Learning Engagement Dept Mangilao 02/2021 03/2021
Macy's Inc. Dededo 10/2020 01/2021
Okayama University Okayama-Shi 04/2019 02/2020
Okayama University L Cafe Okayama-Shi 12/2019 01/2020
Isa Inc. Okayama-Shi 08/2019 12/2019
Netopia Internet Cafe Tamuning 03/2017 03/2019
  • 08/2021 → Present
    Asia Pacific Financial Management Group. Inc.
    Hagatna
  • 08/2020 → 08/2021
    Netopia Internet Cafe
    Tamuning
  • 12/2015 → 05/2021
    University Of Guam
    Mangilao
  • 02/2021 → 03/2021
    Uog-Global Learning Engagement Dept
    Mangilao
  • 10/2020 → 01/2021
    Macy's Inc.
    Dededo
  • 04/2019 → 02/2020
    Okayama University
    Okayama-Shi
  • 12/2019 → 01/2020
    Okayama University L Cafe
    Okayama-Shi
  • 08/2019 → 12/2019
    Isa Inc.
    Okayama-Shi
  • 03/2017 → 03/2019
    Netopia Internet Cafe
    Tamuning
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-16
  • S66 Uniform Combined State Law Examination
    2022-02-16
Other Names
  • Jon Holmes

View on SEC IAPD

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor