John Newton Holding
Investment adviser representative at Osaic Institutions, Inc.
12 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 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.
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
- Seminars and workshops
Experience
12 years in the industry.
- Osaic Institutions, Inc.Apr 2025 to now
- Southern BankApr 2025 to now
- Members Trust CompanyJul 2022 to Mar 2025
- Secu Brokerage ServicesJun 2022 to Mar 2025
- Secu Life Insurance CompanyJun 2022 to Mar 2025
- Credit Union Investment ServicesMay 2022 to Mar 2025
- State Employees' Credit UnionMay 2022 to Mar 2025
- Principal Securities IncMar 2016 to May 2022
- Holroyd AgencyApr 2014 to May 2022
- Principal Life Insurance CompanyMar 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (NC).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 5816128
- Firm CRD
- 35371