Jon Holmes

About Jon Holmes

As a Founding Partner at UPSTREAM Investment Partners LLC, I have over 30 years of experience in providing independent and professional financial advice to a diverse clientele. I am a licensed LPL Financial Advisor, which enables me to offer a wide range of investment products and services without any proprietary conflicts of interest.My core competencies include retirement planning, investment strategies, fixed annuities, and investment advisory. I leverage my entrepreneurial skills and industry knowledge to create customized strategies that meet the unique needs and goals of each client. My mission is to help clients achieve financial independence through education, guidance, and support.

Experience

1. Founding Partner

   Upstream Investment Partners, Llc

   Jan 2010 — Present · Austin, TX, US

   Upstream Investment Partners, LLC is a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products without proprietary situations. With all of the turmoil surrounding the financial services industry, it is even more important to be affiliated with an organization that is financially sound and provides an open investment platform. Our select group of financial advisors make decisions in the best interest of their clients without corporate pressure.Securities and advisory services offered through LPL Financial, Member FINRA/SIPC (finra.org sipc.org). UPSTREAM Investment Partners LLC and LPL Financial are separate entities.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

Skills

• Retirement Planning
• Retirement
• Strategic Financial Planning
• Investments
• Talent Acquisition
• Securities
• Estate Planning
• Asset Allocation
• Mutual Funds
• Wealth Management
• Iras
• Financial Advisory
• Insurance
• Series 24
• Financial Services
• Fixed Annuities
• 401k Rollovers
• Investment Advisory
• Investment Strategies
• Alternative Investments