Jason Edward Holland
Investment adviser representative at Starr-mathews Financial, LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$158.6MFirm 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
- Pension consulting
Experience
21 years in the industry.
- Starr-mathews Financial, LLCAug 2005 to now
- Linsco/ Private Ledger Corp.Jul 2005 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (GA).
Starr-mathews Financial, LLC
$158.6MAssets managed
114Clients
6Advisers
8 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
- 4080424
- Firm CRD
- 166199