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Chief Compliance Officer · Ascent Advisors

Jared M. Holt

CRD 6043458 · Named on Form ADV at one SEC-registered adviser

At a glance

Ascent Advisors, an SEC-registered wealth manager based in Mankato, MN with $111 million in regulatory assets, lists Jared M. Holt on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Ascent AdvisorsChief Compliance OfficerWealth manager · Mankato, MN · $111M in regulatory assets

AtlasMembers

Jared’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jared’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.