James Holden is an investment adviser representative (IAR) with state registration records since 2017, appearing at 5 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2025-02-12 | present | Yes |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 2022-01-10 | 2025-01-13 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2019-08-26 | 2021-12-22 | — |
| UBS FINANCIAL SERVICES INC. | 2018-12-26 | 2019-08-02 | — |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | 2017-10-09 | 2018-12-13 | — |