Jameson Holehouse
Advisor at Destiny Capital Corporation
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Destiny Capital Corporation
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Destiny Capital Corporation
Location
Detroit Lakes, MN
Credentials
CFP®, Series 65
Industry experience
3 years
Jameson Holehouse is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Destiny Capital Corporation and has previously worked at Secure Asset Management, Financial Strategies Group, and Classic Asset Management. Prior to his financial advisory roles, he was affiliated with West Virginia University and Young Life. Destiny Capital Corporation provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and institutions. The firm offers a specialized program for entrepreneurs that integrates business planning and an investment thesis spanning business interests, real estate, collectibles, and public-market allocations.
Based on Destiny Capital Corporation
Based on Destiny Capital Corporation
$16,000/year flat fee for Destiny for Entrepreneurs program; $2,500 to $20,000 for combined financial planning and investment management services
$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 0.95% Above $5,000,000+: 0.50%
$395/hour for stand-alone financial planning; $200–$500/hour for consulting services
Account minimum: $500,000 Minimum fee: Minimum recurring quarterly advisory fee – $2,500 for combined services
Detroit Lakes, MN
Minnesota · Texas
Destiny Capital Corporation
2025 - Present (1 year)
Secure Asset Management, L.L.C.
2024 - 2025 (1 year)
Financial Strategies Group
2023 - 2025 (2 years)
Classic Asset Management, LLC
2023 - 2025 (2 years)
UnEmployed
2021 - 2023 (2 years)
West Virginia University
2021 - 2021 (1 year)
Young Life
2016 - 2021 (5 years)
Young Life
2015 - 2016 (1 year)
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