Unclaimed Profile

Jeffrey R Holley

DETALUS ADVISORS, LLC·ST. LOUIS, Missouri

SIE, Series 7, Series 66Clean record17 years registeredDETALUS ADVISORS, LLC

383 MARSHALL AVENUE, ST. LOUIS, MO 63119CRD# 5664972Firm CRD# 117958

Profile Verification

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

Identity

Jeffrey R Holley · ST. LOUIS, MO

Registration

CRD #5664972 · DETALUS ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

DETALUS ADVISORS, LLC

Sep 2013 – present

EDWARD JONES

Jul 2009 – Mar 2013

ST. LOUIS, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 9, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DETALUS ADVISORS, LLC

CRD 117958 · SEC 801-61481

AUM

$688M

Regulatory assets under management

Employees

1,464 client accounts

Services offered by DETALUS ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DETALUS ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey R Holley offer?

Jeffrey R Holley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.

What are Jeffrey R Holley's credentials?

Jeffrey R Holley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey R Holley located?

Jeffrey R Holley is based in ST. LOUIS, Missouri, working with DETALUS ADVISORS, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.

How does Jeffrey R Holley charge for services?

Jeffrey R Holley's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DETALUS ADVISORS, LLC?

DETALUS ADVISORS, LLC has approximately 10 employees and manages $688M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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