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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

Antwann Holmes

Advisor at J.P. MORGAN SECURITIES LLC

ARVADA, CO | Irvine, CA | Denver, CO

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Search this name across graphsid dfx:ria:3f57609c-addf-2045-7187-37b315e8b986

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Jun 11, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J.P. MORGAN SECURITIES LLC
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 4, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 4, 2008
First registration: Jun 11, 2008
Dual registered: yes, broker-dealer
Other names: ANTWANN HOLMES|ANTWANN JAMAR HOLMES|AJ JAMAR HOLMES|ANTWANN J HOLMES|A.J. Holmes
IAPD individual key: 5442267

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J.P. MORGAN SECURITIES LLC	Wirehouse	Jun 17, 2026	n/a	yes	Irvine, CA\|Denver, CO\|ARVADA, CO	Current employment
Townsend	Independent wealth	Jul 27, 2023	May 11, 2026	no	WESTMINSTER, CO	Previous registration
CREATIVE PLANNING	Independent wealth	Jun 29, 2022	Jun 22, 2023	no	Arvada, CO\|OVERLAND PARK, KS	Previous registration
Townsend	Independent wealth	Jan 28, 2017	Nov 4, 2022	no	WESTMINSTER, CO	Previous registration
PERSONAL CAPITAL ADVISORS CORPORATION	Former SEC adviser	Mar 9, 2015	Nov 9, 2016	no	DENVER, CO	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 11, 2008	Dec 1, 2008	no	PHOENIX, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Townsend	J.P. MORGAN SECURITIES LLC	May 11, 2026	Jun 17, 2026	37	Firm change	RIA to wirehouse
CREATIVE PLANNING	Townsend	Jun 22, 2023	Jul 27, 2023	35	Firm change	RIA to RIA
Townsend	CREATIVE PLANNING	Nov 4, 2022	Jun 29, 2022	-128	Firm change after gap	RIA to RIA
PERSONAL CAPITAL ADVISORS CORPORATION	Townsend	Nov 9, 2016	Jan 28, 2017	80	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PERSONAL CAPITAL ADVISORS CORPORATION	Dec 1, 2008	Mar 9, 2015	2,289	Firm change after gap	Other

Relationships

Registered with (5)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Jun 17, 2026 to presentfactForm ADV
→ TOWNSENDRegistered adviserregistration: previous registration
Jul 27, 2023 to May 11, 2026factForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
Jun 29, 2022 to Jun 22, 2023factForm ADV
→ PERSONAL CAPITAL ADVISORS CORPORATIONRegistered adviserregistration: previous registration
Mar 9, 2015 to Nov 9, 2016factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 11, 2008 to Dec 1, 2008factForm ADV

Dated events

Occurred
May 11, 2026
Advisor changed firm
Antwann Holmes left Townsend for J.P. Morgan Securities Llc (registered 2026-06-17)
Form ADVobserved 6 days ago
Occurred
Jun 22, 2023
Advisor changed firm
Antwann Holmes left Creative Planning for Townsend (registered 2023-07-27)
Form ADVobserved 6 days ago
Occurred
Nov 4, 2022
Advisor changed firm
Antwann Holmes left Townsend for Creative Planning (registered 2022-06-29)
Form ADVobserved 6 days ago