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Jeffrey Jacob Holland

VIA IV INVESTMENTS, LLC·BURR RIDGE, Illinois
Series 65Clean record23 years registeredVIA IV INVESTMENTS, LLC
1333 BURR RIDGE PARKWAY, BURR RIDGE, IL 60527CRD# 2349981Firm CRD# 121992

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Jacob Holland · BURR RIDGE, IL
Registration
CRD #2349981 · VIA IV INVESTMENTS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

VIA IV INVESTMENTS, LLC
Jan 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 14, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VIA IV INVESTMENTS, LLC
CRD 121992 · SEC 801-120335
AUM
$191M
Regulatory assets under management
Employees
4
557 client accounts
Services offered by VIA IV INVESTMENTS, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at VIA IV INVESTMENTS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jeffrey Jacob Holland offer?
Jeffrey Jacob Holland specializes in Investment Management. Contact their office in BURR RIDGE, Illinois for a consultation.
What are Jeffrey Jacob Holland's credentials?
Jeffrey Jacob Holland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Jacob Holland located?
Jeffrey Jacob Holland is based in BURR RIDGE, Illinois, working with VIA IV INVESTMENTS, LLC. Their office serves clients in the BURR RIDGE metropolitan area and surrounding communities.
How does Jeffrey Jacob Holland charge for services?
Jeffrey Jacob Holland's firm is compensated through percentage of aum, performance-based fees, other: direct billing to the custodian of client assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VIA IV INVESTMENTS, LLC?
VIA IV INVESTMENTS, LLC has approximately 4 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jeffrey Russell Coyner
BURR RIDGE, IL

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