Jonathan Holt
Co-Founder/Financial Planner at Integrated Planning & Investments | Clovis, California, United States
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Partner at Integrated CPA Group LLP in September 2024 to Present
Co-Founder/Financial Planner at Integrated Planning & Investments in April 2023 to Present
Financial Advisor/ Principal Securities Registered Representative at Principal Financial Group in July 2014 to April 2023
Patient Access Representative at Saint Agnes Medical Center in June 2013 to July 2014
Associate Producer at United Valley Insurance Services, Inc. in September 2013 to May 2014
Patient Transporter at Saint Agnes Medical Center in October 2010 to June 2013
Sales Intern at UnitedHealth Group in December 2012 to February 2013
Ticket Sales Representative at SMG | Worldwide Entertainment & Convention Venue Management in October 2009 to August 2010
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Clovis High, General
The American College of Financial Services, CFP curriculum, January 2015 to January 2017
California State University, Fresno, Bachelor of Science - BS, January 2009 to January 2014
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What company does Jonathan Holt work for?
Jonathan Holt works for Integrated Planning & Investments
What is Jonathan Holt's role at Integrated Planning & Investments?
Jonathan Holt is Co-Founder/Financial Planner
What is Jonathan Holt's personal email address?
Jonathan Holt's personal email address is jo****[email protected]
What is Jonathan Holt's business email address?
Jonathan Holt's business email address is jonathan.holt@***.***
What is Jonathan Holt's Phone Number?
Jonathan Holt's phone (213) ***-*358
What industry does Jonathan Holt work in?
Jonathan Holt works in the Financial Services industry.
Jonathan Holt Email Addresses
Jonathan Holt Phone Numbers
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