Wesley Holt has been an investment adviser representative at Littlejohn Financial Services since September 2018, and is not listed among the firm’s executive officers or direct owners.
Littlejohn Financial Services, Inc is a Roseburg, OR firm with $171M under management, 560 clients and 4 advisers across 2 offices, as of its February 2026 filing.
Wesley Holt’s longest registration is the current one, 8 years at Littlejohn Financial Services since 2018. Before joining Littlejohn Financial Services in 2018, Wesley Holt was registered through Centaurus Financial, Inc. and Cetera Advisors LLC.
- – present · 8 yearsSalem, OR · Adviser representative · Firm CRD 155113
- Centaurus Financial, Inc.– · 5 yearsSalem, OR · Adviser representative · Firm CRD 30833
- Cetera Advisors LLC– · 1 yearSalem, OR · Adviser representative · Firm CRD 10299
- Pacific West Financial Consultants Inc– · 1 yearRenton, WA · Adviser representative · Firm CRD 108728
Investment adviser representative registrations
Wesley Holt is registered as an investment adviser representative in 2 states. The first approvals date from September 2018; the most recent is Texas, in May 2019.
- OregonSince 6 September 2018
- TexasSince 22 May 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 29 December 2014 |
| Series 66 | Uniform Combined State Law Examination | 30 March 2010 |
| Series 7 | General Securities Representative Examination | 4 March 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Wesley Ben Holt
- CRD
- 5761795
- Firm
- Littlejohn Financial Services · CRD 155113
- Office
- 1695 Commercial St. SE, Salem, OR 97302
- Registration
- Investment adviser registration
- In the industry since
- March 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Wesley Holt work?
Wesley Holt is an investment adviser representative registered through Littlejohn Financial Services, Inc since September 2018, and is not listed among the firm’s executive officers or direct owners.
Is Wesley Holt a financial advisor?
Yes. Wesley Holt has a current investment-adviser registration in Oregon and Texas, through Littlejohn Financial Services since September 2018.
How many years of experience does Wesley Holt have?
Wesley Holt has 16 years in the financial industry, since March 2010, across 4 adviser firms.
What exams has Wesley Holt passed?
Wesley Holt has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in March 2010. FINRA credited Wesley Holt with the SIE, which began in October 2018.
Where did Wesley Holt work before Littlejohn Financial Services?
Before Littlejohn Financial Services, Wesley Holt was registered through Centaurus Financial, Inc., May 2013 to August 2018; Cetera Advisors LLC, February 2012 to May 2013; Pacific West Financial Consultants Inc, April 2010 to February 2012.
Where is Wesley Holt based?
Wesley Holt’s registered office is in Salem, OR.
Is Wesley Holt registered with FINRA?
No. Wesley Holt has no current broker registration.
How can I verify Wesley Holt’s record?
Search CRD 5761795 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wesley Holt’s full registration record.
