JH
JH
Jerry Holdsworth
26 Years of Experience
Lincoln, NE
1 DisclosureBroker
Jerry Holdsworth is a registered investment advisor at Wells Fargo Advisors, based in Lincoln, NE, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
5550 S 59th St, #22, Lincoln, NE, 68516
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2008Denied
Other Business Activities
Jerry owns multiple rental properties and Holdsworth Hideway LLC, family land. He also has 50% ownership in Arbor Wealth Management Inc., dedicating full-time hours to the firm.
Employment History
Current Registrations
Wells Fargo Advisors
April 2009 - Present · 17 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2009 - Present · 17 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 1999 - April 2009 · 9 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1999 - April 2009 · 9 yrs 9 mos
State Registrations24 states
AKARAZCACOFLGAIAILKSKYMIMNMOMTNENMNYSDTXVAVirgin IslandsWAWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.