Unclaimed Profile

Jon-Paul Holyoak

ARMA FINANCIAL SERVICES, INC.·SCOTTSDALE, Arizona

Series 7, Series 63, Series 6623 years registeredARMA FINANCIAL SERVICES, INC.

18899 N. THOMPSON PEAK PKWY., SCOTTSDALE, AZ 85255CRD# 3123115Firm CRD# 18033

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jon-Paul Holyoak · SCOTTSDALE, AZ

Registration

CRD #3123115 · ARMA FINANCIAL SERVICES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

HOLYOAK WEALTH MANAGEMENT, LLC

May 2014 – present

ARMA FINANCIAL SERVICES, INC.

May 2012 – Jun 2014

SCOTTSDALE, AZ

ARMA FINANCIAL SERVICES, INC.

Nov 2008 – Apr 2012

SCOTTSDALE, AZ

ARMA FINANCIAL SERVICES, INC.

Nov 2006 – Nov 2008

SCOTTSDALE, AZ

ARMA FINANCIAL SERVICES, INC.

Nov 2004 – Nov 2006

SCOTTSDALE, AZ

UBS FINANCIAL SERVICES INC.

Sep 2002 – Nov 2003

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · September 19, 2002

Years registered · 23

Disclosure History

2002Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ARMA FINANCIAL SERVICES, INC.

CRD 18033 · SEC 801-29011

AUM

$69M

Regulatory assets under management

Employees

316 client accounts

Services offered by ARMA FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ARMA FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Jon-Paul Holyoak offer?

Jon-Paul Holyoak specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Jon-Paul Holyoak's credentials?

Jon-Paul Holyoak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jon-Paul Holyoak located?

Jon-Paul Holyoak is based in SCOTTSDALE, Arizona, working with ARMA FINANCIAL SERVICES, INC.. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Jon-Paul Holyoak charge for services?

Jon-Paul Holyoak's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARMA FINANCIAL SERVICES, INC.?

ARMA FINANCIAL SERVICES, INC. has approximately 6 employees and manages $69M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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