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Jeffrey Jacob Holland

VIA IV INVESTMENTS, LLC·BURR RIDGE, Illinois
Clean recordVIA 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Jacob Holland is a registered financial advisor based in BURR RIDGE, Illinois, affiliated with VIA IV INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
VIA IV INVESTMENTS, LLC
VIA IV INVESTMENTS, LLC
AUM
$191M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at VIA IV INVESTMENTS, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: DIRECT BILLING TO THE CUSTODIAN OF CLIENT ASSETS
Regulatory
SEC/IARD CRD# 2349981
Firm CRD# 121992
View on FINRA BrokerCheck →

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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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Other Advisors at VIA IV INVESTMENTS, LLC

Jeffrey Russell Coyner
BURR RIDGE, IL

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