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Jon R. Holden
Jon R. Holden
President


Jon R. Holden, CLU, ChFC, President of Holden Wealth Management, is a seasoned veteran in the financial industry, with more than 54 years of experience in financial services.  Jon holds the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).  He serves as a Registered Representative with Kestra Investment Services, LLC (Kestra IS) and an Investment Advisor Representative with Kestra Advisory Services, LLC (Kestra AS). Kestra IS is an Independent Broker/Dealer affording Jon the opportunity to choose from a wide range of investment and insurance vehicles for clients without being limited to any proprietary products.  Jon's professional affiliations include the American Society of CLU, ChFC, and member of the Fusion Advisor Network.

Jon spends his time away from the office with his wife of 56 years, six children, 21 grandchilden, and 12 great-grandchildren (and still growing!)  He is involved in his property  as its "groundskeeper" and enjoys creative landscaping and hobby farming wih his John Deere equipment.  He is active in the Bloomington Northside Exchange Club and as and Elder at Evangelical Community Church. He volunteers for Meals on Wheels and is a proud member of the Bloomington Chamber of Commerce as part of Holden Wealth Management.

Phone: (812) 336-0149 
Fax: (812) 336-0660 
E-mail: jon@jholden.com


Joshua M. Holden
Joshua M. Holden
Vice President, Investment Advisor Representative


Joshua M. Holden, IAR,  Vice President of Holden Wealth Management, is a Registered Representative with Kestra Investment Services, LLC (Kestra IS)and Investment Advisor Representative with Kestra Advisory Services, LLC (Kestra AS). Joshua's focus is designing financial plans and managing our clients investment programs. Joshua is a 1996 graduate of Calvin College in Grand Rapids, Michigan. He joined his father Jon in the business in the fall of 1997. With Jon's 54 years of experience, he has acted as Joshua's mentor. "Like my father, I am a lifelong devotee to this business.  My clients know I am committed to this business and the values required to gain their trust." Joshua, along with his wife Rene and 4 children, live in Bloomington. In his off time, he enjoys leading his boys in Scouts, coaching baseball, and fishing.

Joshua Holden has been selected as a Dave Ramsey SmartVestor Pro because of his commitment to helping his clients achieve their long-term investing goals.

Phone: (812) 336-0149 
Fax: (812) 336-0660 
E-mail: joshua@jholden.com


Whitney Carr
Whitney Carr
Relationship Manager


Whitney Carr - I serve as our Relationship Manager, catering to the needs of our top clients and providing support to our two advisers as well as maintaining my own insurance clients. In order to provide the highest level of service, I obtained my FINRA Series 6 (Investment Company Products/Variable Contacts Limited Representative) and 63 (Uniform Securities Agent State Law Exam) Securities license in 2008 (not currently offering Securities) and my Indiana Life Insurance license in 2010.  Should you require account information or need to update your records, feel free to contact me. I handle many of our routine requests and questions and am available during normal business hours. 

I graduated from Indiana University in 2002 with a dual Bachelor's in Geological Sciences and Political Science. I loved Bloomington so much, my husband and I decided to stay and raise our children here. I like to spends my hours outside of the office going to sporting events, spending weekends at the lake, and reading lots of books.

I can always be reached by calling the office at (812) 336-0149 or by email at whitney@jholden.com. I am happy to help!

Phone: (812) 336-0149 
Fax: (812) 336-0660 
E-mail: whitney@jholden.com


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Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Financial professionals pay a fee to be a SmartVestor Pro. Neither Dave Ramsey nor SmartVestor Pro are affiliated with Kestra IS or Kestra AS.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Holden Wealth Management Corporation is a member of Fusion Advisor Network, a platform of Kestra IS. Kestra IS and Kestra AS are not affiliated with Holden Wealth Management Corporation. Kestra IS and Kestra AS do not provide tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 512-697-6000.

 


Check the background of this financial professional on FINRA's BrokerCheck.