Kensington Ami
47yrs
Top advisor by experience in Burbank
16yrs
Jonathan Holman has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Burbank, California. Jonathan joined Primerica Advisors in 2018, a firm offering investment management. Primerica Advisors reports being paid through a percentage of assets.
One of 123 advisors with offices in Burbank, and one of 115 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 54% of advisors at Primerica Advisors
Office303 N Glenoaks Blvd Suite M195-B, Burbank, CA 91502
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?2 states
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowPFS Investments Inc.Current firm
Contact Jonathan
303 N Glenoaks Blvd Suite M195-BBurbank, CA 91502Office · Get directions Firm main line(833) 786-0550Headquarters: Primerica Advisors · Duluth, GA X (Twitter) pagePrimerica Advisors
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Primerica Advisors at (833) 786-0550 and ask for Jonathan Holman. Jonathan works from the Burbank, CA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2011, about 16 years. More experience than 54% of advisors at Primerica Advisors.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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