Antwann Holmes
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$429.7BFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- J.P. Morgan Securities LLCMay 2026 to now
- JPMorgan Chase Bank, N.A.May 2026 to now
- Townsend Retirement and Investment AdvisorsJul 2023 to May 2026
- Creative PlanningJun 2022 to Jun 2023
- Townsend Retirement & Estate PlanningNov 2016 to Jun 2022
- Personal Capital AdvisorsMar 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CO).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 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
- 5442267
- Firm CRD
- 79