AH
CFP
AH
CFP

Antwann Jamar Holmes

11 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

2761 W. 120th Ave., Suite 200, Westminster, CO, 80234

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Antwann works as a financial planner and insurance agent, dedicating full-time hours to these activities. He also serves as an independent investment advisor, also dedicating full-time hours.

Employment History
Current Registrations
Private Client Services, LLCBroker
July 2025 - Present · 7 mos
Townsend
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - July 2025 · 1 yr 1 mo
Securities America, INC.Broker
September 2023 - June 2024 · 9 mos
Creative Planning
June 2022 - June 2023 · 1 yr
Townsend
January 2017 - November 2022 · 5 yrs 10 mos
Securities America, INC.Broker
January 2017 - June 2022 · 5 yrs 5 mos
Personal Capital Advisors Corporation
March 2015 - November 2016 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2008 - December 2008 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2008 - December 2008 · 7 mos
USAA Financial Advisors, INC.Broker
January 2008 - March 2008 · 2 mos
State Registrations1 state
CO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Antwann Jamar Holmes - Financial Advisor | TrueAdvisor