Jason Holland has been Chief Compliance Officer of Starr-Mathews Financial since August 2005, is a control person of the firm and directly owns under 5% of it. Jason Holland holds a Bachelor of Arts in Accounting from Furman University.
Starr-Mathews Financial, LLC is a Calhoun, GA firm with $159M under management, 114 clients and 6 advisers across 2 offices, as of its March 2026 filing.
Jason Holland co-founded Starr-Mathews Financial, LLC. Before that he was responsible for the private banking efforts of AmSouth (now Regions) bank in the Georgia markets. He began his career with a regional accounting firm, where he later became a partner, and early in his career worked primarily as a tax advisor and business consultant for high net worth individuals and family businesses.
Jason Holland’s longest registration is the current one, 13 years at Starr-Mathews Financial since 2013. Before joining Starr-Mathews Financial in 2013, Jason Holland was registered through LPL Financial LLC and Amsouth Investment Management Company LLC.
- Starr-Mathews Financial, LLCCurrent– present · 13 yearsCalhoun, GA · Adviser representative · Firm CRD 166199
- LPL Financial LLC– · 7 yearsCalhoun, GA · Adviser representative · Firm CRD 6413
- Amsouth Investment Management Company LLC– · 2 yearsCalhoun, GA · Adviser representative · Firm CRD 111757
Professional designations
Listed by Starr-Mathews Financial
- Certified Financial Planner™ (CFP®)
- Certified Public Accountant (CPA)
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Jason Holland is registered as an investment adviser representative in Georgia, since January 2013.
- GeorgiaSince 16 January 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 17 October 2005 |
| Series 66 | Uniform Combined State Law Examination | 13 January 2000 |
| Series 7 | General Securities Representative Examination | 6 January 2000 |
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Edward Holland
- CRD
- 4080424
- Firm
- Starr-Mathews Financial · CRD 166199
- Role
- Chief Compliance Officer
- Office
- 215 NORTH PIEDMONT STREET, Calhoun, GA 30701
- Registration
- Investment adviser registration
- In the industry since
- February 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- starrbenefits.com
Where does Jason Holland work?
Jason Holland has been Chief Compliance Officer of Starr-Mathews Financial, LLC since August 2005, and is a control person of the firm.
Is Jason Holland a financial advisor?
Yes. Jason Holland has a current investment-adviser registration in Georgia, through Starr-Mathews Financial since January 2013.
How many years of experience does Jason Holland have?
Jason Holland has 22 years in the financial industry, since February 2004, across 3 adviser firms.
What exams has Jason Holland passed?
Jason Holland has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in January 2000.
Where did Jason Holland work before Starr-Mathews Financial?
Before Starr-Mathews Financial, Jason Holland was registered through Amsouth Investment Management Company LLC, February 2004 to August 2006.
Where is Jason Holland based?
Jason Holland’s registered office is in Calhoun, GA.
Is Jason Holland registered with FINRA?
No. Jason Holland has no current broker registration.
Is Jason Holland a CFP?
Starr-Mathews Financial lists Jason Holland with the CFP credential (“Certified Financial Planner™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jason Holland’s record?
Search CRD 4080424 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Holland’s full registration record.