Jon R. Holden

Jon R. Holden

President

Jon R. Holden, CLU, ChFC, President of Holden Wealth Management, is a seasoned veteran in the financial industry, with more than 56 years of experience in financial services.  Jon holds the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).  He serves as a Registered Representative with Kestra Investment Services, LLC (Kestra IS) and an Investment Advisor Representative with Kestra Advisory Services, LLC (Kestra AS). Kestra IS is an Independent Broker/Dealer affording Jon the opportunity to choose from a wide range of investment and insurance vehicles for clients without being limited to any proprietary products.  Jon's professional affiliations include the American Society of CLU, ChFC, and member of the Fusion Advisor Network.

Jon spends his time away from the office with his wife of 58 years, six children, 21 grandchildren, and 17 great-grandchildren (and still growing!)  He is involved in his property as its "groundskeeper" and enjoys creative landscaping and hobby farming with his John Deere equipment.  He is active in the Bloomington Northside Exchange Club and as and Elder at Evangelical Community Church. He volunteers for Meals on Wheels and is a proud member of the Bloomington Chamber of Commerce as part of Holden Wealth Management.

Phone (812) 336-0149
Fax (812) 336-0660