Jared William Holt
Investment adviser representative at Pine Grove Financial Group
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Pine Grove Financial GroupApr 2024 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to Apr 2024
- Fidelity InvestmentsJan 2012 to Apr 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (MN).
Pine Grove Financial Group
Legal name: Mlg Wealth Management, Inc.
$1.5BAssets managed
1,404Clients
14Advisers
6 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
- 6024370
- Firm CRD
- 308193