Anastasia Holzhauser, financial advisor San Antonio TX
93 score

Anastasia Holzhauser

CRD 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 8 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC San Antonio, TX Oct 2012 - Current 4
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
Contact Info for Anastasia M. Holzhauser
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
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

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

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