Jeffrey HoltmeierCRD Number: 6139272
Current Firm: Edward Jones
Jeffrey Holtmeier (CRD# 6139272) is an Investment Advisor Representative working at Edward Jones in San Antonio, TX and has over 2 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Investment Professionals Inc.||San Antonio, TX||May 2015 - Current||1|
|Edward Jones||St Louis, MO||Jan 2014 - May 2015||1|
|Professional Employment Group||St. Louis, MO||Nov 2012 - Jan 2014||1|
|Center Of Creative Arts||St. Louis, MO||May 2011 - Dec 2012||1|
|Bugsy's On Main||Union, MO||Mar 2011 - Jun 2011||< 1|
|Whiskey Creek||Washington, MO||Jan 2011 - Mar 2011||< 1|
|Buckner Brewing Company||Cape Girardeau, MO||Oct 2008 - Dec 2010||2|
|Dalhousie Golf Club||Cape Girardeau, MO||Jun 2009 - Aug 2009||< 1|
|Southeast Missouri University||Cape Girardeau, MO||Aug 2007 - Dec 2008||1|
|Southern Utah University||Cedar City, UT||Jun 2008 - Aug 2008||< 1|
|St. Francis Borgia||Washington, MO||Jul 2007 - Jul 2007||< 1|
|Full-time Education||Cape Girardeau, MO||Aug 2006 - Jul 2007||< 1|
|Lewis P. Balducci Vineyards, LLC||Augusta, MO||Jul 2006 - Aug 2006||< 1|
|Six Flags St. Louis||Eureka, MO||Apr 2006 - Aug 2006||< 1|
|Full-time Education||Washington, MO||Aug 2005 - Jul 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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, 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, VI, VT, WA, WI, WV
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