Hollis Jefferies, financial advisor Austin TX

Hollis Jefferies

CRD Number: 257788
Current Firm: Wells Fargo Clearing Services, LLC

Hollis Jefferies (CRD# 257788) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Austin, TX and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Austin, TX Nov 2016 - Current 5
Wells Fargo Advisors LLC Austin, TX May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1991
Contact Info for Hollis L. Jefferies
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    647,796
    MILLIONS
  • Total Number of Accounts
    1,477,661
    ACCOUNTS
  • Average Account Value
    $438,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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