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Jack Holum

Investment adviser representative at BNC Wealth Management in Beaverton, OR

Investment adviser registrationUpdated

Jack Holum is an investment adviser representative at BNC Wealth Management, LLC, an investment adviser managing $847M, and works from its Beaverton, OR office. Jack Holum has been registered through BNC Wealth Management since 1 October 2025, has 1 year in the industry across 1 firm and has passed the Series 65.

1
Years in industry
1
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Jack Holum has been an investment adviser representative at BNC Wealth Management since October 2025, and is not listed among the firm’s executive officers or direct owners.

BNC Wealth Management, LLC is a Beaverton, OR firm with $847M under management, 2,272 clients and 4 advisers across 2 offices, as of its August 2026 filing.

  1. NBC Capital AdvisorsCurrent
    – present · 1 year
    Beaverton, OR · Adviser representative · Firm CRD 306483

Credentials and registrations

Investment adviser representative registrations

Jack Holum is registered as an investment adviser representative in Oregon, since October 2025.

  • OregonSince 1 October 2025

Examinations

Series 6511 August 2025
Name
Uniform Investment Adviser Law Examination

Key facts

CRD
8158843
Firm
BNC Wealth Management · CRD 306483
Office
8625 SW CASCADE AVE.,, SUITE 410, Beaverton, OR 97008
Registration
Investment adviser registration
In the industry since
September 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jack Holum work?

Jack Holum is an investment adviser representative registered through BNC Wealth Management, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Jack Holum a financial advisor?

Yes. Jack Holum has a current investment-adviser registration in Oregon, through BNC Wealth Management since October 2025.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Jack Holum have?

Jack Holum has 1 year in the financial industry, since September 2025, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has Jack Holum passed?

Jack Holum passed the Series 65 in August 2025.

Source: IAPD individual record, checked 24 October 2026

Where is Jack Holum based?

Jack Holum’s registered office is in Beaverton, OR.

Source: IAPD individual record, checked 24 October 2026

Is Jack Holum registered with FINRA?

No. Jack Holum has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Jack Holum’s record?

Search CRD 8158843 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jack Holum’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at BNC Wealth Management

Sources

  1. IAPD individual record, CRD 8158843, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of BNC Wealth Management, LLC, filed 27 August 2026. Executive officers and direct owners; this person is not among them.
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