Hollis JefferiesCRD 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.
Pbl Wealth Management
|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|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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