Jade Thomas Holt
Investment adviser representative at LJI Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- LJI Wealth Management, LLCMay 2025 to now
- Charles Schwab & Co., Inc.Mar 2020 to Mar 2025
- Schwab Private Client Investment Advisory, IncJan 2012 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (CO).
LJI Wealth Management, LLC
$1.4BAssets managed
1,573Clients
13Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2510261
- Firm CRD
- 145399