Jeffrey Holland, financial advisor Paducah KY
93 score

Jeffrey Holland

CRD Number: 1220527
Current Firm: On Investment Management Co

Jeffrey Holland (CRD# 1220527) is an Investment Advisor Representative working at On Investment Management Co in Paducah, KY and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
The O.n. Equity Sales Company Cincinnati, OH Jan 2007 - Current 9
Ohio National Financial Services Cincinnati, OH Apr 2004 - Current 12
Self Employed Paducah, KY Mar 1998 - Current 18
Proequities, Inc. Paducah, KY Jul 1999 - Dec 2006 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
S65 NASAA Investment Advisors Law Examination Sep 2001
Contact Info for Jeffrey L. Holland
Phone Number: 855-262-0913
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, MA, 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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