Jonathan Leif Holljes

Current Employers

Employment History

• 04/1981 → Present
  Self Employed
  Midlothian, VA
• 12/2014 → 12/2016
  Lincoln Financial Securities Corporation
  North Chesterfield, VA
• 12/2016 → 07/2021
  Lpl Financial Llc
  Midlothian, VA
• 12/2016 → 05/2020
  Colonial River Investments, Llc
  Midlothian, VA
• 05/2020 → 11/2022
  Wealthcare Advisory Partners Llc
  Midlothian, VA
• 11/2022 → Present
  Redwood Private Wealth Llc
  Phoenix, AZ
• 02/2022 → Present
  Redwood Tax Specialtists
  Midlothian, VA
• 08/2023 → Present
  Holljes Financial Llc
  Midlothian, VA
• 04/2025 → Present
  Brookwood Investment Group
  Phoenix, AZ

Previous Registrations

• 2022-11-02 → 2024-09-05
  Redwood Private Wealth
  Midlothian, VA
  Phoenix, AZ
• 2020-05-06 → 2022-11-10
  Wealthcare Advisory Partners Llc
  West Chester, PA
  Midlothian, VA
• 2016-12-08 → 2020-05-06
  Colonial River Wealth Management Llc
  Midlothian, VA
• 2014-12-19 → 2016-12-08
  Osaic Fs, Inc.
  Chesterfield, VA
• 2012-06-13 → 2013-01-30
  Signator Investors, Inc.
  Albany, NY
  N. Chesterfield, VA
  Albany, NY
• 2008-10-16 → 2010-05-27
  First Allied Securities, Inc.
  Midlothian, VA
• 2005-01-04 → 2008-10-03
  Greenbook Investment Management, Inc.
  Midlothian, VA
• 2003-01-14 → 2004-12-31
  Xelan Financial Planning, Inc.
  Midlothian, VA
• 2001-12-28 → 2003-01-16
  Xelan Investment Services, Inc.
  Midlothian, VA

Other Businesses

1). INDEPENDENT LICENSED INSURANCE PRODUCER; INVESTMENT RELATED; 5301 WATERCREST ROAD, MIDLOTHIAN, VA 23112; HEALTH, LIFE & FIXED ANNUITY SALES; SINCE 09/07/1982; HOURS PER MONTH: 20, TRADING HOURS: SOME TRADING HOURS 2). REDWOOD TAX SPECIALISTS; INVESTMENT RELATED; 5301 WATERCREST ROAD, MIDLOTHIAN, VA 23112; INSURANCE AGENCY; MANAGING DIRECTOR SINCE 03/2020; HOURS PER MONTH: 20, TRADING HOURS: SOME TRADING HOURS 3). HOLLJES FINANCIAL LLC; INVESTMENT RELATED; 5301 WATERCREST ROAD, MIDLOTHIAN, VA 23112; PURCHASE REAL ESTATE FOR RESALE; OWNER AND AGENT SINCE 08/2023; HOURS PER MONTH 20; HOURS PER MONTH DURING TRADING: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-06-27
• S63 Uniform Securities Agent State Law Examination
  1983-04-29

Designations