Jason Brian Holland

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Dallas, TX
• 11/2016 → 10/2018
  Wells Fargo Clearing Services, Llc
  Dallas, TX
• 10/2018 → Present
  Jpmorgan Chase Bank, N.A.
  Dallas, TX
• 10/2018 → Present
  Jpmorgan Securities, Llc.
  Dallas, TX

Previous Registrations

• 2011-01-03 → 2018-10-10
  Wells Fargo Clearing Services, Llc
  Fort Worth, TX
  Addison, TX
• 2005-06-01 → 2011-01-03
  Wells Fargo Investments, Llc
  Dallas, TX
  Dallas, TX
  Dallas, TX
• 1999-03-30 → 2005-06-17
  Ubs Financial Services Inc.
  Dallas, TX

Other Businesses

Effective 10/5/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-09
• S63 Uniform Securities Agent State Law Examination
  1999-03-29

Designations

• Certified Financial Planner