Investment adviser representative · Holland Strategic Wealth Advisors LLC
James E. Holland
CRD 4906902 · La Jolla, CA
At a glance
James E. Holland is an investment adviser representative with Holland Strategic Wealth Advisors LLC in La Jolla, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on James’s SEC record dates to 2006, about 19 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Holland Strategic Wealth Advisors LLCSince February 2025La Jolla, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2006 (19 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
James’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.