Jeffery HolmesCRD Number: 3023333
Current Firm: Edward Jones
Jeffery Holmes (CRD# 3023333) is an Investment Advisor Representative working at Edward Jones in Waterloo, IA and has over 8 years of experience in the finance industry.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
State Farm Investment Management Corp.
|Edward Jones||St Louis, MO||Jan 2009 - Current||8|
|Wachovia Securities||Waterloo, IA||Aug 2008 - Jan 2009||< 1|
|Jw Holmes Assoc. Ins Ltd||Waterloo, IA||Mar 1994 - Aug 2008||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2009|
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