Anastasia HolzhauserCRD Number: 5504240
Current Firm: J.p. Morgan Securities LLC
Anastasia Holzhauser (CRD# 5504240) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Antonio, TX and has over 9 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Hackett Financial Group, LLC
Wealth Watch Advisors, LLC
|J.p. Morgan Securities LLC||San Antonio, TX||Oct 2012 - Current||5|
|Chase Investment Services Corp||San Antonio, TX||Jul 2012 - Oct 2012||< 1|
|Unemployed||San Antonio, TX||Jun 2012 - Jul 2012||< 1|
|Thrivent Investment Management Inc.||San Antonio, TX||Nov 2010 - Jun 2012||1|
|Thrivent Financial For Lutherans||Appleton, WI||Nov 2010 - Jun 2012||1|
|Citi Smith Barney||San Antonio, TX||May 2007 - Nov 2010||3|
|Addecco||San Antonio, TX||Apr 2010 - May 2010||< 1|
|Retama Race Track||Selma, TX||Jun 2007 - Jun 2008||1|
|Pharr Tennis Center||Austin, TX||Sep 2005 - May 2007||1|
|Concordia University Support Services||Austin, TX||Aug 2004 - May 2007||2|
|Winn Dixie||Prairieville, LA||Nov 2001 - May 2007||5|
|Retama Race Track||Selma, TX||Dec 2006 - Dec 2006||< 1|
|National Evaluation Systems||Austin, TX||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2008|
|S65||NASAA Investment Advisors Law Examination||Apr 2011|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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
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