Jonathan Holt, MSFP, CFP®
Since 2007, Jon has enjoyed working in the financial planning community. He started as an intern while completing his bachelor's degree in economics-finance from Bentley University. Quickly realizing his desire to become a financial advisor, Jon decided to further his education and received his master of science in financial planning from Bentley in 2010. Soon after that, Jon became a CERTIFIED FINANCIAL PLANNER™ professional. This means that Jon always puts the needs of his clients first and follows a strict standard for ethical behavior, integrity, and continuing education.
In 2018, Jon founded Your Path Financial Solutions. His goal is to help people create their own path through life with financial security.
Jon works with a wide array of clients in different stages of life, from saving for personal goals to retirement income planning. As an independent financial advisor, Jon has access to the full universe of investment vehicles with no attachment to proprietary products. His clients get the one-on-one service they deserve in order to build a fully trusting relationship.
In his free time, Jon enjoys craft beer, especially Belgium wits, wheats, fruit beers, sours, and occasionally takes a sip into the world of IPAs. Jon has experimented with home brewing with varying success and plenty of failures. When traveling, he always finds himself looking up breweries along the way to visit.
Jon holds his FINRA Series 7 and 66 securities registrations with Commonwealth Financial Network®.