Jade Holt

Originally from Columbus, IN, Jade graduated from Indiana University in 1994 with a degree in Public Finance. His 31-year career in Financial Services began at a national firm in Clevland, OH. After 5 years, Jade joined Charles Schwab in 1999. In 2002, Schwab launched Schwab Private Client and Jade served as a Wealth Advisor for the local Denver, CO market for 16 years before moving into leadership. Along the way, Jade earned a Masters in Finance and an MBA from the University of Colorado. From there, Jade worked for Charles Schwab’s Employee Branch & Advice services, helping executives with their wealth management needs, specifically, portfolio management and equity compensation.

Jade joined LJI in May of 2025 to help support the current wealth advisors, furthering LJI’s commitment to providing a comprehensive wealth management experience. In his spare time, he enjoys his place in the mountains, spending time with his two daughters and live music when the opportunity presents itself.