Jack Holmes
Driven Investments · Lehi, Utah
Jack Holmes is a fee-only financial advisor at Driven Investments in Lehi, Utah. Jack focuses on retirement planning. Driven Investments reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Jack →
Specialties
Facts
| Firm | Driven Investments |
|---|---|
| Based in | Lehi, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $239.2M across 1,978 accounts |
| SEC registration | Investment adviser representative in UT · CRD 7887486 |
| Exams passed | Series 65 (2024) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.thedriveninvestments.com |
How Jack's firm compares
- Driven Investments's average account is about $121,000, from its Form ADV (assets managed divided by 1,978 accounts).
Request an introduction to Jack
Tell Jack a little about what you're looking for. Jack isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jack
Is Jack Holmes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jack holds no broker registration, and Driven Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jack charge for financial advice?
Jack's firm, Driven Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jack Holmes based?
Jack Holmes is based in Lehi, Utah.
What does Jack specialize in?
Jack's specialties include retirement planning.
Is Jack Holmes registered with the SEC?
Yes. Jack Holmes is registered as an investment adviser representative in UT (CRD 7887486), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Driven Investments manage?
Driven Investments reports $239.2M across 1,978 accounts in assets under management.
How do I contact Jack Holmes?
Through Jack's website, www.thedriveninvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Driven Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.