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JT

Jade Thomas Holt

Investment Adviser Representative at LJI WEALTH MANAGEMENT, LLC

Highlands Ranch, COCRD #2510261Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
31 yrs
States Registered
1 states
Exams Passed
8

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Colorado
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/30/2004
Series 63
Uniform Securities Agent State Law Examination
Passed 9/9/1994
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/26/1994
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 1/2/2023
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 1/2/2023
Series 24
General Securities Principal Examination
Passed 9/13/1996
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 2/14/1996

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.014
Source

LJI Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LJI WEALTH MANAGEMENT, LLCCurrent
5/1/2025Highlands Ranch, CO
CHARLES SCHWAB & CO., INC.
3/4/20204/9/2025Lone Tree, CO
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
1/3/20123/4/2020Lone Treee, CO
CHARLES SCHWAB & CO., INC.
9/1/200412/31/2011Lone Tree, CO

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at LJI WEALTH MANAGEMENT, LLC

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View LJI WEALTH MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jade Thomas 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.

Jade Thomas Holt - Financial Advisor in Highlands Ranch, CO | AdvisorFinder