Inactive

Jonathan Christopher Holt

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Current Employers

Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-08-28

CA RA
APPROVED

Since 2024-08-28

Branch Locations

1550 El Camino Real Suite 200, Menlo Park, CA 94025 • United States

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

Organization	City	State	From	To
Corient	Menlo Park	CA	07/2024	Present
Corient Services Llc	Miami	FL	07/2024	Present
Ucla Recreation	Los Angeles	CA	09/2022	06/2024
Tcw	Los Angeles	CA	06/2023	08/2023
Russell Investments	Seattle	WA	06/2022	07/2022
University Of California, Los Angeles	Los Angeles	CA	08/2020	05/2024
Garfield High School	Seattle	WA	08/2016	05/2020

07/2024 → Present

Corient

Menlo Park, CA
07/2024 → Present

Corient Services Llc

Miami, FL
09/2022 → 06/2024

Ucla Recreation

Los Angeles, CA
06/2023 → 08/2023

Tcw

Los Angeles, CA
06/2022 → 07/2022

Russell Investments

Seattle, WA
08/2020 → 05/2024

University Of California, Los Angeles

Los Angeles, CA
08/2016 → 05/2020

Garfield High School

Seattle, WA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-08-28

S65 Uniform Investment Adviser Law Examination

2024-08-28

View on SEC IAPD

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