Jonathan Alexander Holmes
Investment adviser representative at USAA Investment Services Company
15 yearsExperience
1 stateRegistered in
$0Firm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
15 years in the industry.
- USAA Investment Services CompanyMar 2026 to now
- USAA Life Insurance CompanyMar 2026 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to Mar 2026
- Fidelity InvestmentsSep 2011 to Mar 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CO).
USAA Investment Services Company
$0Assets managed
2,635Clients
110Advisers
4 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
- 5228457
- Firm CRD
- 5475