Alisha Holt
Investment Adviser Representative at J.p. Morgan Securities LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alisha Holt is an investment adviser representative with J.p. Morgan Securities LLC in Medford, OR, where they have been registered since 2025. They have worked in the securities industry since 2014 and have been registered with 5 firms, including Wells Fargo Advisors and KEY Investment Services LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Oregon and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Oregon, Texas
- Broker:
5 states and territories
California, Hawaii, Oregon, Texas, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo BANK NAOct 2005 – Feb 2020Paso Robles, CA
- BANK OF America, N.a./merrill Lynch, Pierce, Fenner & Smith IncFeb 2020 – Jan 2022San Luis Obispo, CA
- Wells Fargo Clearing Services, LLCFeb 2022 – Aug 2022Paso Robles, CA
- KeyBank National AssociationSep 2022 – Dec 2022Grants Pass, OR
- Key Investment ServicesSep 2022 – Aug 2024Grants Pass, OR
- Wells Fargo BANK, NAAug 2024 – Mar 2025Medford, OR
- J.p. Morgan Securities LLCMar 2025 – no end date reportedMedford, OR
- Jpmorgan Chase BANK, N.A.Mar 2025 – no end date reportedMedford, OR
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About J.p. Morgan Securities LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13,759
- Offices listed on AdvisorFinder:
- 25
- Main office:
- New York, NY
- SEC file number:
- 801-3702
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at J.p. Morgan Securities LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alisha Holt has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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