AdvisorOS Directory
Claim Profile
JL

Jason Christopher Llewellyn

HOLISTIC FINANCIAL PARTNERS, LLC·INDIANAPOLIS, Indiana
Unclaimed Profile
9959 CROSSPOINT BOULEVARD, INDIANAPOLIS, IN 46256CRD# 4572238Firm CRD# 170913
01

About

Jason Christopher Llewellyn is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with HOLISTIC FINANCIAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HOLISTIC FINANCIAL PARTNERS, LLC
HOLISTIC FINANCIAL PARTNERS, LLC
AUM
$343M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at HOLISTIC FINANCIAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4572238
Firm CRD# 170913
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in INDIANAPOLIS?

Browse all registered financial advisors in INDIANAPOLIS, Indiana or claim this profile if it's yours.

Browse INDIANAPOLIS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jason Christopher Llewellyn offer?
Jason Christopher Llewellyn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Jason Christopher Llewellyn's credentials?
Jason Christopher Llewellyn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Christopher Llewellyn located?
Jason Christopher Llewellyn is based in INDIANAPOLIS, Indiana, working with HOLISTIC FINANCIAL PARTNERS, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Jason Christopher Llewellyn charge for services?
Jason Christopher Llewellyn's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOLISTIC FINANCIAL PARTNERS, LLC?
HOLISTIC FINANCIAL PARTNERS, LLC has approximately 6 employees and manages $343M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in INDIANAPOLIS
Larry Scot Wechter — MONUMENT CAPITAL PARTNERS 2, L.P.Terence Paul Weiss — WALLINGTON ASSET MANAGEMENT, LLCJeffrey Germaine Dowden — WALLINGTON ASSET MANAGEMENT, LLCGerald W. Throgmartin — CARDINAL EQUITY PARTNERS, LLCCurt Robert Fritsch — CRF FINANCIAL GROUP
Nearby cities in Indiana
CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
CARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile