Unclaimed Profile

Jennifer Mink Holmes

INVESTMENT PERFORMANCE SERVICES LLC·SAVANNAH, Georgia

Clean recordINVESTMENT PERFORMANCE SERVICES LLC

570 EAST YORK STREET, SAVANNAH, GA 31401CRD# 3067760Firm CRD# 105527

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Mink Holmes · SAVANNAH, GA

Registration

CRD #3067760 · INVESTMENT PERFORMANCE SERVICES LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jennifer Mink Holmes is a registered financial advisor based in SAVANNAH, Georgia, affiliated with INVESTMENT PERFORMANCE SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Client Types

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

INVESTMENT PERFORMANCE SERVICES LLC

AUM

$618M

Regulatory assets under management

Employees

Total firm employees

View all advisors at INVESTMENT PERFORMANCE SERVICES LLC →

Services

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Subscription fees

Other: PERCENTAGE OF ASSETS AS TO WHICH IPS PROVIDES INVESTMENT ADVICE

Regulatory

SEC/IARD CRD# 3067760

Firm CRD# 105527

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jennifer Mink Holmes offer?

Jennifer Mink Holmes specializes in Wealth Management. Contact their office in SAVANNAH, Georgia for a consultation.

What are Jennifer Mink Holmes's credentials?

Jennifer Mink Holmes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Mink Holmes located?

Jennifer Mink Holmes is based in SAVANNAH, Georgia, working with INVESTMENT PERFORMANCE SERVICES LLC. Their office serves clients in the SAVANNAH metropolitan area and surrounding communities.

How does Jennifer Mink Holmes charge for services?

Jennifer Mink Holmes's firm is compensated through subscription fees, other: percentage of assets as to which ips provides investment advice. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVESTMENT PERFORMANCE SERVICES LLC?

INVESTMENT PERFORMANCE SERVICES LLC has approximately 32 employees and manages $618M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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