Jo-ann Emerick Holst
Investment adviser representative at Royal Fund Management, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.6BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Jholst DesignsOct 2024 to now
- Royal Fund Management, LLCMay 2013 to now
- Royal Fund Management, LLC dba Jo-ann Holst Advis. dba Jh Advis.May 2013 to now
- Holst Financial, Inc. dba Fuel Financial, IncOct 2010 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Royal Fund Management, LLC
$1.6BAssets managed
4,966Clients
83Advisers
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
- 2804796
- Firm CRD
- 144434