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The Practice

Our professionals work to assist clients with implementing investment, insurance, and financial strategies to help meet their retirement, estate and business planning objectives, including business continuation and charitable giving plans. Through consistant effort and a reputation for integrity, the firm has built a solid base of satisfied clients who have highly recommended them to their friends and colleagues.
The History

Jon began his work in financial services in 1963 in the life insurance industry. Jon Holden Associates was formed in 1971 and began to specialize in the qualified pension and profit sharing business with design and full administrative services. Starting in the 80's, services extended in the field of investments and financial planning. The 90's developed into a growing firm where Joshua Holden, Jon's son, joined the firm in 1997. With more than one Holden in the firm, Jon Holden Associates became Holden Wealth Management Corporation in 2001. Joshua is now an officer of Holden Wealth Management Corporation, and both Jon and Joshua are associated with Kestra Financial, formerly NFP Advisor Services* (NFP AS) provides us access to a top-ten independent broker-dealer by total revenue as ranked by Investment Advisor Magazine - June 2013.























*NFP Advisor Services  is a business segment of NFP Corp. that includes NFP subsidiaries NFP Advisor Services, LLC (NFPAS), Member FINRA/SIPC and NFP Indesuite, Inc. 


  
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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.