West Michigan Advisors
44yrs
Top advisor by experience in Holland
4yrs
Jonas Rees has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Holland, Michigan. Jonas joined Captrust Wealth Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 218 advisors with offices in Holland, and one of 209 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office85 E 8th Street Suite 150, Holland, MI 49423
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.85 million
Advisors at the firm20
States licensed ?1 state
Services through Captrust Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2022 – nowCaptrust Wealth AdvisorsCurrent firm
Contact Jonas
(616) 392-5332Captrust Wealth Advisors main office 85 E 8th Street Suite 150Holland, MI 49423Office · Get directions
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Questions to ask Jonas
Tailored to Jonas’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Jonas
How do I contact Jonas?
Call Captrust Wealth Advisors at (616) 392-5332 and ask for Jonas Rees. Jonas works from the Holland, MI office.
How long has Jonas been a financial advisor?
Jonas has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Jonas hold?
Series 65. Tap any license on this page to see what it allows.
Is Jonas a fiduciary?
Jonas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonas paid?
Captrust Wealth Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jonas 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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