James Holden
Senior Investment Advisor Associate
KAR: 2021
B.S., Biopsychology, University of California, Santa Barbara
- Registered Associate – Morgan Stanley
- Client Associate – UBS
- Associate – Stifel Financial Corp.
Series 7 and 66
At Morgan Stanley, James was recognized as one of the top registered associates
What Do You Enjoy Most About Your Job?
Developing relationships with clients and helping them achieve financial peace of mind.
What Do You Enjoy Most About Working at KARWA?
The people and culture. KAR has an incredible collection of talented people that all support each other.
How Does KARWA Approach Wealth Management Differently?
We approach wealth management differently through our emphasis on planning and bespoke investment strategies.
What Are You Involved in Outside of Work?
I enjoy staying active through playing basketball, surfing, tennis and hiking. I am an avid traveler and loyal fan of the Lakers and Rams.
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