John Holtkamp has been Managing Member, CCO of JHP Wealth Management since August 2018, is a control person of the firm and directly owns 75% or more of it.
JHP Wealth Management, LLC is a Centennial, CO firm with $224M under management, 124 clients and 1 adviser in one office, as of its February 2026 filing.
John Holtkamp’s longest registration is the current one, 8 years at JHP Wealth Management since 2018. Before joining JHP Wealth Management in 2018, John Holtkamp was registered through Private Capital Management, LLC and Schwab Private Client Investment Advisory, Inc.
- Corex Portfolios, LLC– · 2 yearsLone Tree, CO · Adviser representative · Firm CRD 310870
- JHP Wealth Management, LLCCurrent– present · 8 yearsCentennial, CO · Adviser representative · Firm CRD 298784
- Private Capital Management, LLC– · 4 yearsDenver, CO · Adviser representative · Firm CRD 165306
- Schwab Private Client Investment Advisory, Inc.– · 2 yearsEnglewood, CO · Adviser representative · Firm CRD 159035
- Charles Schwab & Co., Inc.– · 2 yearsEnglewood, CO · Adviser representative · Firm CRD 5393
- Morgan Stanley Smith Barney LLC– · under a yearSan Luis Obispo, CA · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · under a yearSan Luis Obispo, CA · Adviser representative · Firm CRD 8209
- Wachovia Securities, LLC– · under a yearArroyo Grande, CA · Adviser representative · Firm CRD 19616
- A. G. Edwards & Sons, Inc.– · 2 yearsArroyo Grande, CA · Adviser representative · Firm CRD 4
Investment adviser representative registrations
John Holtkamp is registered as an investment adviser representative in 2 states. Each was approved in October 2018.
- ColoradoSince 10 October 2018
- TexasSince 10 October 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 July 2005 |
| Series 7 | General Securities Representative Examination | 15 July 2005 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Kenneth Holtkamp
- CRD
- 4961854
- Firm
- JHP Wealth Management · CRD 298784
- Role
- Managing Member, CCO
- Office
- 6500 S QUEBEC ST, #215, Centennial, CO 80124
- Registration
- Investment adviser registration
- In the industry since
- September 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does John Holtkamp work?
John Holtkamp has been Managing Member, CCO of JHP Wealth Management, LLC since August 2018, and is a control person of the firm.
Is John Holtkamp a financial advisor?
Yes. John Holtkamp has a current investment-adviser registration in Colorado and Texas, through JHP Wealth Management since October 2018.
How many years of experience does John Holtkamp have?
John Holtkamp has 21 years in the financial industry, since September 2005, across 9 adviser firms.
What exams has John Holtkamp passed?
John Holtkamp has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2005.
Where did John Holtkamp work before JHP Wealth Management?
Before JHP Wealth Management, John Holtkamp was registered through Schwab Private Client Investment Advisory, Inc., January 2012 to September 2014; Charles Schwab & Co., Inc., September 2009 to December 2011; Morgan Stanley Smith Barney LLC, June 2009 to July 2009; Morgan Stanley & Co. Incorporated, October 2008 to June 2009; Wachovia Securities, LLC, January 2008 to October 2008; A. G. Edwards & Sons, Inc., July 2005 to January 2008.
Where is John Holtkamp based?
John Holtkamp’s registered office is in Centennial, CO.
Is John Holtkamp registered with FINRA?
No. John Holtkamp has no current broker registration.
How can I verify John Holtkamp’s record?
Search CRD 4961854 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Holtkamp’s full registration record.