Jon Holmes is the Founding Partner of Upstream Investment Partners, LLC. This financial services firm was founded by Jon along with two other partners, Craig Freund and Steve Belloli. Upstream Investment Partners is a privately owned nationwide organization formed to provide financial advice in the best interest of the client without corporate pressure. By staying independent of shareholders we can insure that our interests align with the interest of the advisors we support and their clients.
Jon began his financial services career in 1992. He served as a Branch Manager, Complex Manager, and Regional Director at H&R Block Financial Advisors, and Ameriprise. Jon was a consistent top performer in recruiting, revenue growth, asset growth, advisor retention and employee satisfaction. His branches were recognized in the San Antonio Business Journal and the Austin Business Journal as one of the largest money managers in each city.
Jon is a 5th generation and lifelong Texan. He graduated from Southwestern University in Georgetown Texas with a BBA in 1991. Jon and his wife Toni live in Austin with their two children Madeline and Jonathan. In his free time Jon enjoys saltwater fishing, bird hunting, and traveling to tropical locations.