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Joshua H
Series 65, Series 63
Bloomington, IN
Kestra Advisory
Joshua Holden is a financial advisor at Kestra Advisory Services, LLC with 28 years of industry experience. He holds Series 65 and Series 63 credentials and has been affiliated with Kestra since 2001. Outside of his advisory role, he serves as chair of the finance committee at Westside Community Church and presents educational seminars on social security and retirement planning through Retirement Educators of Bloomington LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services that include fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.
Jon H
ChFC®, Series 63
Bloomington, IN
Kestra Advisory
Jon Holden is a financial advisor with Kestra Advisory who holds the ChFC® and Series 63 designations and has 56 years of industry experience. He has worked at Kestra Advisory since 2016 and has a long career spanning roles at Kestra Investment Services, New England Life, and his own firm, John Holden Associates, Inc. Outside of his advisory work, he owns Holden Wealth Management, operating under a DBA through Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.
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