Jeffrey Holtzclaw is a registered investment advisor, based in Kenner, LA, with 25 years of industry experience.
Location
3509 Williams Blvd., Kenner, LA, 70065
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Services LLCBroker
August 2022 - Present · 3 yrs 9 mos
Cetera Investment Advisers LLC
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Hancock Whitney Investment Services INC.Broker
June 2019 - August 2022 · 3 yrs 2 mos
Hancock Whitney Investment Services INC.
June 2019 - August 2022 · 3 yrs 2 mos
J.P. Morgan Securities LLC
December 2016 - June 2019 · 2 yrs 6 mos
J.P. Morgan Securities LLCBroker
December 2016 - June 2019 · 2 yrs 6 mos
Dorsey & Company INC.
June 2009 - November 2016 · 7 yrs 5 mos
Dorsey & Company, INC.Broker
April 2009 - November 2016 · 7 yrs 7 mos
Citigroup Global Markets INC.Broker
February 2006 - May 2009 · 3 yrs 3 mos
Legg Mason Wood Walker, IncorporatedBroker
September 2000 - February 2006 · 5 yrs 5 mos
State Registrations4 states
LAMSNMTX
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.