Best Investors Account Sign in

Jeffrey Scott Holtzclaw

Cetera Investment Advisers LLC

Kenner, LA

Claim This Profile
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-06-22
LA RA APPROVED 2022-08-10
  • TX RA
    APPROVED_RES
    Since 2023-06-22
  • LA RA
    APPROVED
    Since 2022-08-10

Branch Locations

3509 Williams Blvd., Kenner, LA 70065 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dorsey & Company Inc. New Orleans LA 04/2009 11/2016
Jpmorgan Securities Llc Metairie LA 12/2016 06/2019
Jpmorgan Chase Bank Metairie LA 12/2016 06/2019
Uber New Orleans LA 11/2015 11/2016
Hancock Whitney Bank Kenner LA 06/2019 Present
Hancock Whitney Investment Services, Inc. Kenner LA 06/2019 08/2022
Cetera Investment Services Llc St Cloud MN 08/2022 Present
Cetera Investment Advisers Llc Kenner LA 08/2022 Present
  • 04/2009 → 11/2016
    Dorsey & Company Inc.
    New Orleans, LA
  • 12/2016 → 06/2019
    Jpmorgan Securities Llc
    Metairie, LA
  • 12/2016 → 06/2019
    Jpmorgan Chase Bank
    Metairie, LA
  • 11/2015 → 11/2016
    Uber
    New Orleans, LA
  • 06/2019 → Present
    Hancock Whitney Bank
    Kenner, LA
  • 06/2019 → 08/2022
    Hancock Whitney Investment Services, Inc.
    Kenner, LA
  • 08/2022 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 08/2022 → Present
    Cetera Investment Advisers Llc
    Kenner, LA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-09-18
  • S66 Uniform Combined State Law Examination
    2000-09-18
Other Names
  • Jeffrey S Holtzclaw

View on SEC IAPD

Other Firms

EDWARD JONES
KG CAPITAL MANAGEMENT, LLC
ARKADIOS WEALTH ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

Katina Summers
Michael G Diaz
STEVEN OTTO MEDO
ALFREDO J MARTINEZ
CHARLES FREDERICK HIRLING
BRADLEY CHARLES HIRLING
Michael Paul Gautreau
Cole M Gautreau

Other Offices

EDWARD JONES · Kenner, LA
KG CAPITAL MANAGEMENT, LLC · KENNER, LA
ARKADIOS WEALTH ADVISORS · KENNER, LA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Metairie, LA
EDWARD JONES · METAIRIE, LA
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. · METAIRIE, LA
LPL FINANCIAL LLC · METAIRE, LA
EDWARD JONES · METAIRIE, LA

More in Kenner, LA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor