Jacob Holtrop has been an investment adviser representative at Alliance Investment Management since January 2015, and is not listed among the firm’s executive officers or direct owners.
Alliance Investment Management, LLC is a Jenison, MI firm with $207M under management, 170 clients and 3 advisers in one office, as of its March 2026 filing.
- – present · 11 yearsJenison, MI · Adviser representative · Firm CRD 152012
Investment adviser representative registrations
Jacob Holtrop is registered as an investment adviser representative in 2 states. The first approvals date from January 2015; the most recent is Wisconsin, in August 2016.
- MichiganSince 27 January 2015
- WisconsinSince 12 August 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 January 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob Lee Holtrop
- CRD
- 6400059
- Firm
- Alliance Investment Management · CRD 152012
- Office
- 507 BALDWIN STREET, Jenison, MI 49428
- Registration
- Investment adviser registration
- In the industry since
- January 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Jacob Holtrop work?
Jacob Holtrop is an investment adviser representative registered through Alliance Investment Management, LLC since January 2015, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Holtrop a financial advisor?
Yes. Jacob Holtrop has a current investment-adviser registration in Michigan and Wisconsin, through Alliance Investment Management since January 2015.
How many years of experience does Jacob Holtrop have?
Jacob Holtrop has 11 years in the financial industry, since January 2015, across 1 adviser firm.
What exams has Jacob Holtrop passed?
Jacob Holtrop passed the Series 65 in January 2015.
Where is Jacob Holtrop based?
Jacob Holtrop’s registered office is in Jenison, MI.
Is Jacob Holtrop registered with FINRA?
No. Jacob Holtrop has no current broker registration.
How can I verify Jacob Holtrop’s record?
Search CRD 6400059 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Holtrop’s full registration record.