Jeffrey Holler, financial advisor Fort Worth TX

Jeffrey Holler

CRD Number: 1888455
Current Firm: The Capital Chart Room, Ltd

Jeffrey Holler (CRD# 1888455) is an Investment Advisor Representative working at The Capital Chart Room, Ltd in Fort Worth, TX and has over 35 years of experience in the finance industry. Jeffrey Holler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Valmark Securities, Inc. Beachwood, OH Jan 2002 - Current 22
The Capital Chart Room, Ltd Fort Worth, TX Jan 2002 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
S65 NASAA Investment Advisors Law Examination Aug 1994
Contact Info for Jeffrey M. Holler
Phone Number: 817-801-6455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    339
    MILLIONS
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $1,539,591
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

OK, TX

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