Unclaimed Profile

John Kenneth Holtkamp

JHP WEALTH MANAGEMENT, LLC·CENTENNIAL, Colorado

Series 7, Series 66Clean record21 years registeredJHP WEALTH MANAGEMENT, LLC

6500 S QUEBEC ST, CENTENNIAL, CO 80111CRD# 4961854Firm CRD# 298784

Profile Verification

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

Identity

John Kenneth Holtkamp · CENTENNIAL, CO

Registration

CRD #4961854 · JHP WEALTH MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

JHP WEALTH MANAGEMENT, LLC

Oct 2018 – present

COREX PORTFOLIOS, LLC

Nov 2020 – Oct 2023

LONE TREE, CO

PRIVATE CAPITAL MANAGEMENT, LLC

Oct 2014 – Oct 2018

DENVER, CO

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.

Jan 2012 – Sep 2014

ENGLEWOOD, CO

CHARLES SCHWAB & CO., INC.

Sep 2009 – Dec 2011

ENGLEWOOD, CO

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Jul 2009

SAN LUIS OBISPO, CA

MORGAN STANLEY & CO. INCORPORATED

Oct 2008 – Jun 2009

SAN LUIS OBISPO, CA

WACHOVIA SECURITIES, LLC

Jan 2008 – Oct 2008

ARROYO GRANDE, CA

A. G. EDWARDS & SONS, INC.

Jul 2005 – Jan 2008

ARROYO GRANDE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · July 21, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JHP WEALTH MANAGEMENT, LLC

CRD 298784 · SEC 801-119280

AUM

$173M

Regulatory assets under management

Employees

326 client accounts

Services offered by JHP WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JHP WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does John Kenneth Holtkamp offer?

John Kenneth Holtkamp specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CENTENNIAL, Colorado for a consultation.

What are John Kenneth Holtkamp's credentials?

John Kenneth Holtkamp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Kenneth Holtkamp located?

John Kenneth Holtkamp is based in CENTENNIAL, Colorado, working with JHP WEALTH MANAGEMENT, LLC. Their office serves clients in the CENTENNIAL metropolitan area and surrounding communities.

How does John Kenneth Holtkamp charge for services?

John Kenneth Holtkamp's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JHP WEALTH MANAGEMENT, LLC?

JHP WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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