Jeffrey Macdonald Holt

34 Years of Experience

1 DisclosureBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Financial Management Network INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

1,334 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$1.8B

Fee Structure

Minimum Investment:$50K

Minimum Annual Fee:$1,000

Location

26041 Acero, Mission Viejo, CA, 92691

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History

Regulatory History (1)

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Employment Separation After Allegations

March 1988

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Other Business ActivitiesSells Insurance

Jeffrey is licensed to sell life insurance.

Employment History

Current Registrations

Financial Management Network INC

November 2009 - Present · 16 yrs 3 mos

Fmn Capital CorporationBroker

October 2009 - Present · 16 yrs 4 mos

Previous Registrations

Citigroup Global Markets INC.

July 1997 - October 2003 · 6 yrs 3 mos

Citigroup Global Markets INC.Broker

March 1988 - October 2003 · 15 yrs 7 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

February 1985 - March 1988 · 3 yrs 1 mo

State Registrations8 states

AZCAGAIDNCORTNTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.