Jesse Ohakam
Investment adviser representative at M Holdings Securities, Inc.
10 yearsExperience
1 stateRegistered in
$3.2BFirm assets
26 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
10 years in the industry.
- M Holdings Securities, Inc.Mar 2026 to now
- Thrivent FinancialJan 2024 to Mar 2026
- Thrivent Investment Management IncJan 2024 to Mar 2026
- Health Insurance KingOct 2023 to Dec 2023
- UnemployedMay 2023 to Sep 2023
- CitigroupMar 2022 to Apr 2023
- Ally Invest Securities LLCFeb 2021 to Mar 2022
- Major Lindsey & AfricaSep 2020 to Dec 2020
- UnemployedMay 2020 to Aug 2020
- Cornerstone StaffingFeb 2020 to Apr 2020
- TD AmeritradeSep 2018 to Jan 2020
- Paradies LagardereDec 2016 to Aug 2018
- UnemployedAug 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
M Holdings Securities, Inc.
$3.2BAssets managed
4,513Clients
172Advisers
26 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
- 7010979
- Firm CRD
- 43285