Jennifer HolleyCRD Number: 4548033
Current Firm: Suntrust Investment Services, Inc.
Jennifer Holley (CRD# 4548033) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Tampa, FL and has over 15 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Suntrust Investment Services, Inc.||Atlanta, GA||Oct 2015 - Current||2|
|Suntrust Bank||Tampa, FL||Oct 2015 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Tampa, FL||Oct 2009 - Oct 2015||6|
|Bank Of America N.a||Tampa, FL||Apr 2007 - Oct 2015||8|
|Banc Of America Investment Services, Inc.||Tampa, FL||Apr 2007 - Oct 2009||2|
|Banc Of America Investment Services, Inc.||Clearwater, FL||May 2003 - Apr 2007||3|
|Bank Of America, N.a.||Clearwater, FL||May 2003 - Apr 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2002|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV