Jeffrey Holtmeier
Jeffrey Holtmeier is a registered investment advisor at Wells Fargo Advisors, based in Jefferson City, MO, with 11 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3325 Emerald Lane, Suite A, Jefferson City, MO, 65109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey has ownership stakes in several investment-related LLCs: Pilot Capital, L905, Finteris East, and 1301 Landmark. He dedicates a full-time commitment to Pilot Capital, minimal time to L905, Finteris East, and 1301 Landmark.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Investment Professionals, INC.
Investment Professionals, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations26 states
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