Jonathon David Holm
Investment adviser representative at Asia Pacific Financial Management Group, Inc.
11 yearsExperience
8 statesRegistered in
$303.5MFirm assets
12 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 assets
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
11 years in the industry.
- Asia Pacific Financial Management Group. Inc.Aug 2021 to now
- Uog-global Learning Engagement DeptFeb 2021 to Mar 2021
- Macy's Inc.Oct 2020 to Jan 2021
- Netopia Internet CafeAug 2020 to Aug 2021
- Okayama University L CafeDec 2019 to Jan 2020
- Isa Inc.Aug 2019 to Dec 2019
- Okayama UniversityApr 2019 to Feb 2020
- Netopia Internet CafeMar 2017 to Mar 2019
- University of GuamDec 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 8 states (AZ, CA, FL, HI, NV, OR, TX, WA).
Asia Pacific Financial Management Group, Inc.
$303.5MAssets managed
1,490Clients
4Advisers
12 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
- 7467111
- Firm CRD
- 32338