Jacob Holaday (CRD# 7766476) is an Investment Advisor Representative working at Signal Advisors Wealth, LLC in Ridgeland, MS and has 1 year of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Signal Advisors Wealth, LLC | Detroit, MI | Sep 2023 - Current | < 1 |
| Journey Wealth Strategies | Ridgeland, MS | May 2023 - Current | 1 |
| Ae Wealth Management | Topeka, KS | Jun 2023 - Sep 2023 | < 1 |
| Westminster Academy | Fort Lauderdale, FL | Dec 2021 - May 2023 | 1 |
| Wheaton College | Wheaton, IL | Jun 2017 - Dec 2021 | 4 |
| Hope Gospel Mission | Eau Claire, WI | Jun 2021 - Aug 2021 | < 1 |
| His Workmanship | Wheaton, IL | May 2018 - Aug 2020 | 2 |
| Affordable Lawn Care | West Chicago, IL | May 2018 - Aug 2019 | 1 |
| Hartfield Academy | Flowood, MS | Aug 2012 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- MS
-
Total Assets Under Management465MILLIONS
-
Total Number of Accounts5,217ACCOUNTS
-
Average Account Value$89,183
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AR, CA, CO, CT, FL, IA, ID, IL, IN, KS, LA, MD, MI, MN, MS, NC, NJ, OH, SC, TN, TX, VA, WA
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