# James Holden

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..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EP WEALTH ADVISORS, LLC.](https://search.stillhousedata.com/firm/111147) | 2025-02-12 | present | Yes |
| [KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/104599) | 2022-01-10 | 2025-01-13 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2019-08-26 | 2021-12-22 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2018-12-26 | 2019-08-02 | — |
| [STIFEL, NICOLAUS & COMPANY, INCORPORATED](https://search.stillhousedata.com/firm/793) | 2017-10-09 | 2018-12-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6629498)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6629498.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.