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Jason Edward Holland

STARR-MATHEWS FINANCIAL, LLC·CALHOUN, Georgia
Series 7, Series 24, Series 66CFPClean record22 years registeredSTARR-MATHEWS FINANCIAL, LLC
215 NORTH PIEDMONT STREET, CALHOUN, GA 30701CRD# 4080424Firm CRD# 166199

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Edward Holland · CALHOUN, GA
Registration
CRD #4080424 · STARR-MATHEWS FINANCIAL, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

STARR-MATHEWS FINANCIAL, LLC
Jan 2013 – present
LPL FINANCIAL LLC
Aug 2005 – Feb 2013
CALHOUN, GA
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC
Feb 2004 – Aug 2006
CALHOUN, GA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 66
Registration record
First registered · February 5, 2004
Years registered · 22
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STARR-MATHEWS FINANCIAL, LLC
CRD 166199 · SEC 801-113164
AUM
$127M
Regulatory assets under management
Employees
6
230 client accounts
Services offered by STARR-MATHEWS FINANCIAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STARR-MATHEWS FINANCIAL, LLC →
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05

Frequently Asked Questions

What services does Jason Edward Holland offer?
Jason Edward Holland specializes in Financial Planning, Investment Management. Contact their office in CALHOUN, Georgia for a consultation.
What are Jason Edward Holland's credentials?
Jason Edward Holland holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jason Edward Holland located?
Jason Edward Holland is based in CALHOUN, Georgia, working with STARR-MATHEWS FINANCIAL, LLC. Their office serves clients in the CALHOUN metropolitan area and surrounding communities.
How does Jason Edward Holland charge for services?
Jason Edward Holland's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STARR-MATHEWS FINANCIAL, LLC?
STARR-MATHEWS FINANCIAL, LLC has approximately 6 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STARR-MATHEWS FINANCIAL, LLC

James S Mathews
CALHOUN, GA

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