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Jason Christopher Llewellyn

MemberHolistic Financial Partners, LLCCRD 4572238

About Jason Christopher Llewellyn

Jason Christopher Llewellyn is listed as Member at Holistic Financial Partners, LLC in Indianapolis, IN. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Holistic Financial Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jason Christopher Llewellyn work?

Jason Christopher Llewellyn is listed as Member at Holistic Financial Partners, LLC on SEC Form ADV.

How much of Holistic Financial Partners, LLC does Jason Christopher Llewellyn own?

Form ADV reports a beneficial ownership band of Over 75%.

Holistic Financial Partners, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2015